195 West Pike Street,
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.
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.
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.
Ideal For: Individuals looking to organize their financials and plan for the future
Ideal For: Individuals or Families looking to prioritize, execute, and monitor financial goals
Ideal For: Individuals, families, and/or business owners with complex financial needs
Annual Service Hours: 10’
Annual Service Hours: 20’
Annual Service Hours: As Needed
Tier 1 Plus:
Tier 2 Plus:
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*
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.
▪ Portfolio Review▪ Investment Selection▪ Rebalancing▪ Time Horizon Analysis▪ Gain/Loss Harvesting
▪ Risk Tolerance▪ Asset Allocation▪ Investment Research▪ Financial Planning*