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Your Wealth Your Plan Tailored To You

Design Your Next Chapter

Transitioning out of corporate work shouldn't be a guess. We build the framework that makes it possible.

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A smiling man in a blue blazer and white shirt stands in front of a wooden wall, looking directly at the camera.

Built for executives with complex compensation

We work with senior leaders in their 40s and 50s, with household income between $500K and $2M and pay packages built from RSUs, ISOs, ESPP, deferred comp, and bonuses on top of a base salary.

You're running teams or owning a P&L. You're carrying real family responsibility. And you've started asking what the next chapter actually looks like. Not a hard stop at 65, but something more flexible, on your terms.

That's the executive we built this firm for.

Meet our Team

What we mean by hybrid retirement

For most of the executives we work with, retirement at 65 is the wrong question. They don't want to grind to a full stop. They also don't want to walk away from work entirely and figure out what to do with themselves at 7am on a Tuesday.

They want a third path. Hybrid retirement is what we call it.

A transition out of full-time corporate work into something more flexible and more purposeful. Consulting. Fractional roles. Board and advisory seats. A business of your own. Work you choose, on a schedule you choose, because the financial structure underneath supports it.

Work becomes optional. Income becomes flexible. Purpose stays central.

Explore our content on hybrid retirement and life-driven planning

How we help you get there

Three integrated parts, built to work together.

Custom Financial Planning

A six-phase process covering cash flow, retirement, risk, expenses and goals, tax, and legacy. A living plan, not a binder you open once.

Life Driven Investing (LDI)

Your portfolio, built backward from your life. Money mapped into four liquidity bands so you're never forced to sell long-term investments to fund near-term needs.

Tax Strategy

A structured playbook for RSUs, ISOs, NSOs, ESPP, and deferred comp. Integrated into a multi-year tax roadmap focused on lifetime tax drag, not next April's refund.

See our full approach
Verified Client Reviews

What Our Customers Say About Us

All reviews verified via Wealthtender  ·  No compensation received  ·  No conflicts of interest

5 Stars
June 9, 2026
✔ Wealthtender Certified ★★★★★

Dan and his firm are knowledgeable, insightful, and add a ton of value. I can also speak to Dan's character which in my long-time of knowing him has been strong and extremely positive.

Relationship: Current Client  ·  Compensation: None  ·  Conflicts: None
JB
Jeff Benedetti
Verified Client
Accounts Review
May 6, 2026
✔ Wealthtender Certified ★★★★★

Excellent! Dan answered all our questions. Specifically, he went through each of our accounts' current status and provided foresight.

Relationship: Current Client  ·  Compensation: None  ·  Conflicts: None
BL
B. Loganathan
Verified Client
Wealth Management
May 6, 2026
✔ Wealthtender Certified ★★★★★

Dan is very knowledgeable, friendly and easily accessible. Gives plenty of time to ask questions and clarify them. Zoom meetings always with Dan personally.

Relationship: Current Client  ·  Compensation: None  ·  Conflicts: None
S
Selvi
Verified Client
Thorough and Personable
May 6, 2026
✔ Wealthtender Certified ★★★★★

Dan and his team at Tailored Wealth have been a great partner. He has always been very responsive, thorough, and personable — explaining complex financial subjects in a way I can understand. I would recommend his services.

Relationship: Current Client  ·  Compensation: None  ·  Conflicts: None
R
Randy
Verified Client
Relationship-Driven Professional
April 28, 2026
✔ Wealthtender Certified ★★★★★

I've had the pleasure of working alongside Dan through his role as Capital Campaign Committee Chair at Operation Hope of Fairfield. Dan has a natural curiosity and ability to connect with people — he asks thoughtful questions and brings genuine enthusiasm to his work.

Relationship: Non-Client Colleague  ·  Compensation: None  ·  Conflicts: None
KT
Kristen Tierney
Verified Reviewer

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Testimonials were provided by current Tailored Wealth clients and may not be representative of the experiences of other clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. View a complete list of all reviews on our Wealthtender profile page.

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