Wealth Management Services
Our Approach
We specialize in providing comprehensive wealth management services to individuals, families and business owners. Our team is committed to serving our clients as unique partners, requiring individual solutions and well thought out strategies to empower them to make their own decisions. Above all else, we value the relationships and trust that we build.
Financial Planning Services
We offer our clients a holistic financial planning approach to help them maintain overall financial health and pursue multiple (and competing) financial goals. Whether it’s a more comprehensive financial plan or a specific planning need, our services always align with your current priorities, including ongoing review and monitoring.
Investment Management Services
We understand your many investment needs and utilize timely and appropriate wealth management strategies to pursue both short and long-term goals. As an investment fiduciary, we also provide specialized, objective and independent advice, putting your needs and best interests first.
Financial Planning & Consulting Packages
EssentialIdeal For: Individuals looking to organize their financials and plan for the future | AdvancedIdeal For: Individuals or Families looking to prioritize, execute, and monitor financial goals | PremierIdeal For: Individuals, families, and/or business owners with complex financial needs |
|---|---|---|
Meetings: Annual Annual Service Hours: 10’ | Meetings: Semi-Annual Annual Service Hours: 20’ | Meetings: Tri-Annual Annual Service Hours: As Needed |
| Tier 1 Plus:
| Tier 2 Plus:
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For clients >$250k investable assets OR >150k HH Income Initial Plan/Setup: $1,500+ Ongoing Planning*: $149/month | For clients >$500k investable assets OR >250k HH Income Initial Plan/Setup: $2,500+ Ongoing Planning*: $199/month | For clients >$2M investable assets OR >400k HH Income Initial Plan/Setup: $4,500+ Ongoing Planning*: $499/month |
Ongoing Financial Planning Costs may be included with AUM Commitment*
Hourly Planning & Consulting
We are pleased to offer ala carte planning services starting at $249/hour depending on your situation and needs. Hours will be estimated and proposed on a project-by-project basis.
Investment Management Services
▪ Portfolio Review
▪ Investment Selection
▪ Rebalancing
▪ Time Horizon Analysis
▪ Gain/Loss Harvesting
▪ Risk Tolerance
▪ Asset Allocation
▪ Investment Research
▪ Financial Planning*
Wealth Management Fee Schedule
Account Value
FP Bundle Fee Reduction
Ongoing Financial Planning Costs may be included with AUM Commitment*