Perennial Edge, LLC
About
Perennial Edge is a financial planning firm based in Burlington that focuses on tax-smart strategies for busy professionals and their families. Its CFP professionals work with households that have equity compensation such as RSUs and stock options, people building assets who want tax-efficient growth, divorced clients seeking greater financial confidence and those moving toward financial independence. The team also emphasizes knowledge of behavioral biases in investing as part of its advice.
The founder started the practice after leaving a commercial mortgage-backed securities job at Goldman Sachs in New York in 2001, wanting to help everyday people rather than institutions and to live near family in Boston. The firm aims to spot blind spots, such as holding too much company stock, and opportunities, such as family gifting strategies that avoid capital gains tax. It describes itself as an accountability partner invested in each client’s success.
What to Know
- The firm offers independent advice and states that it acts as a fiduciary.
- Its ideal clients typically have household incomes of $250,000 or more.
- Planning can extend to challenges beyond finance and to the next generation.
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