Build Your Financial Future

Wealth planning is a comprehensive approach that goes beyond basic financial planning. While financial planning focuses on budgeting, saving, and basic investment strategies, wealth planning encompasses advanced strategies for wealth creation, preservation, and transfer. It includes sophisticated tax planning, estate planning, business succession planning, and multi-generational wealth transfer strategies. Our wealth planning services are designed for individuals and families with significant assets who need more complex financial strategies.

We typically work with clients who have investable assets of $1 million or more. However, we also consider factors such as income potential, business ownership, and complexity of financial situation. If you're approaching this threshold or have complex financial needs, we encourage you to schedule a consultation to discuss how our services might benefit you. We believe in building long-term relationships and are happy to work with clients who are on a trajectory toward significant wealth accumulation.

Our fee structure is transparent and aligned with your success. We typically charge an annual advisory fee based on assets under management, which ranges from 0.75% to 1.25% depending on the complexity of your situation and the level of service required. For comprehensive wealth planning projects, we may also charge project-based fees. We believe in the fiduciary standard, which means we always act in your best interest, and our fees are clearly disclosed upfront with no hidden costs.

We believe in maintaining regular communication with our clients. Typically, we schedule formal review meetings quarterly, with additional meetings as needed based on market conditions or changes in your personal situation. We also provide ongoing monitoring of your portfolio and will reach out proactively if we identify opportunities or concerns. Between meetings, you have direct access to your advisor and can schedule additional consultations as needed. Our goal is to be your trusted partner in wealth management.

Absolutely. Comprehensive wealth planning often requires a team approach. We work closely with your existing attorneys, CPAs, and other professional advisors to ensure all aspects of your financial plan are coordinated. If you don't have these relationships established, we can recommend qualified professionals from our network. We believe in collaborative planning and will coordinate with your entire advisory team to implement strategies effectively and avoid any conflicts or gaps in your planning.