Wealth Management Services
You’re unique. Your wealth strategy should be too.
You’ve worked hard to become successful and you deserve experienced guidance to ensure your assets are well cared for.
Financial Planning & Wealth Management for High-Achieving Professionals and Business Owners
Our Comprehensive Approach
Financial Planning:
We use tech-forward planning tools to put power into your own hands. We analyze your current financial picture, provide personal recommendations, and an action plan to achieve your goals with confidence. We believe that financial planning is most beneficial through an ongoing relationship and partnership to make the greatest positive impact on your success. Topic areas may include:
Cash Flow & Debt Management
Investment Planning
College Planning
Retirement Planning
Tax Planning
Employee Benefits Optimization
Business Planning
Estate Planning
Charitable Giving
Insurance & Risk Management
And much more…
Investment Management:
Our job is to help you achieve your ideal life and your financial resources are often the best tool to achieve your goals. We provide continuous advice and ongoing management through your personal investment plan to ensure your portfolio aligns with your vision, values, and goals.
Personalized Investment Management
Risk Tolerance & Risk Capacity Assessment
Asset Allocation Selection
Streamlined Trading Process
Tax-Efficient Investing
Asset Rebalancing
Tax Loss Harvesting
Seamless Integration of Planning and Investments
Our Process
Meet and Greet
We want to ensure we are the right fit for you. During this complementary call, we will get a sense for your goals, assess mutual fit, answer questions about our firm and pricing to affirm next steps.
Learn Our Process
Focusing on your concerns, goals and desires will allow us to understand your unique financial picture. You will learn more about our technology and next steps for onboarding and working together.
Share Your Vision & Get Organized
We will learn more about your vision of financial success to prioritize financial goals. We will also begin to collect information and help you sort through your financial documents.
Make it Happen
We will collaborate with you to analyze and evaluate your financial status utilizing our financial planning software and address the questions that are most top of mind.
Implement the Plan
We will present initial recommendations and action steps with the goal to commit to implementing the top recommendations.
Ongoing Collaboration
We will meet periodically to focus on other financial topics, implement remaining recommendations, and reassess your plan as your life grows and changes over time.
Check out our Frequently Asked Questions to learn how we work together.
Services & Pricing
We want you to feel satisfied with the value you receive and discover a new confidence and ease with your personal finances. Financial planning is an ongoing process, not a stagnant document, that is designed to help you achieve your goals and reach financial success.
$2,500 Initial Fee due upfront
Minimum $500/per month ongoing or
1%* on assets < $1,000,000
0.75% on the next $4,000,000
0.50% on values above $5,000,000
*Account values under $600,000 are based on the minimum $500 per month and may be greater due to the complexity of your financial situation. See ADV Brochure for full details.
