Financial Planning & Investment Management
Customized Wealth Management Plans
We offer full-service, comprehensive wealth management plans that are customized and unique to you. Working alongside your existing tax and legal professionals, we integrate all aspects of your financial life into a comprehensive and actionable plan. As a fiduciary, it is our responsibility to act in your best interest at all times, so all recommendations are based solely on your unique needs and goals.
Services Provided Include:
* Financial Planning
* Investment Management
* Retirement Planning
* Strategic Tax Planning
* Insurance Strategy
* Charitable Giving Strategies
* Income & Liquidity Planning
* Social Security Planning
* College Education Planning
Acting In Your Best Interest
Hourly Fee Consulting Model
Often times clients are simply in a phase of life where they really just need occasional financial planning, one-off consulting advice or a second opinion. This tends to be the right pricing model for clients who wish to be self-directed investors and manage their investments on an on-going basis themselves.
Traditional Broker-Dealer Services (Brokerage) Model
Our principal brokerage services include buying and selling securities on your behalf as well as providing you with occasional recommendations. Fees are based on a percentage of the transaction, as a flat fee, or as a hybrid of the two. Working with an independent broker-dealer gives you access to a much wider range of investment options.
Traditional Asset Under Management (AUM) Model
Investment Adviser Services (Advisory) is a traditional pricing model where the client fee structure is based on a percentage of assets under management (AUM). Advisory fees charged may be calculated on a flat, tiered (blended) or negotiated fee schedule.
Reach Out To Ask Questions
We are happy to answer any questions regarding how we provide financial advice to our clients. Our #1 goal is to be fully transparent about the fees and expenses you will pay for our services. Do not hesitate to reach out if you would like to learn more about our various management options, to get a second opinion on your current plan or simply to take advantage of a no obligation complementary wealth management plan review.
Meet You Where You're At
We enjoy meeting our clients where they are at. Whether that is meeting you at your place of business, sitting down at your kitchen table or meeting virtually online via video conference. We know you are busy, so we work around your schedule to make all meetings 100% confidential and convenient for you.
Thanks For Finding Us!
Be sure to schedule a no obligation complementary consultation today. We look forward to partnering with you soon!