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

Essential

Ideal For: Individuals looking to organize their financials and plan for the future

Advanced

Ideal For: Individuals or Families looking to prioritize, execute, and monitor financial goals

Premier

Ideal 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

  • Investment Review
  • Quarterly Newsletter
  • Retirement Check-up
  • Goal Monitoring 
  • Online Financial Portal
  • Behavioral Financial Coaching
  • Financial Guidance and Counsel 
  • Email and Phone support

Tier 1 Plus:

  • In-depth financial plan
  • Retirement Income Planning
  • Detailed Cash Flow Analysis
  • Roth Conversion Review
  • Multiple Goal Analysis
  • Risk Analysis
  • Basic Estate Planning
  • Year End Tax Planning

Tier 2 Plus:

  • Wealth Transfer Planning
  • Stock Option Analysis
  • Charitable Giving Strategies
  • Business Planning
  • Advanced Tax Planning
  • Full Collab. With Third Party Professionals
  • Family Wealth Planning

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

$0-249,999
$250k – $499,999
$500,000 – $999,999
$1M – 2.5M
2.5M +

FP Bundle Fee Reduction

1.2%
1.1%
1.0%
.3%
Negotiable

Ongoing Financial Planning Costs may be included with AUM Commitment*

Investment Management Only

Account Value

$0-249,999
$250k – $499,999
$500,000 – $999,999
$1M – 2.5M
2.5M +

% AUM Fee

1.3%
1.2%
1.1%
1.0%
Negotiable

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