Services

Our Wealth Management and Wealth Planning service tiers are structured to help with goal specific, wealth organization and holistic portfolio management.

Our services include:

Quick Start Wealth Plan Reviews
Comprehensive Financial Planning and Investment Management
Retirement Transition- Pre-Retirement Income Analysis
Tax-Efficient Portfolio Management
Goal Tracking Calculations with Recommendations
Insurance Risk Management Review
Estate, Trust and Gift Planning
Education Planning & Family Wealth Education
Special Needs Planning
Philanthropic Legacy Foundation & Endowment Planning Services
Client Appreciation and Education Lifestyle Events
Commercial Real Estate and Concentrated Stock Diversification Strategies
Corporate Retirement & Executive Benefits Planning

By listening to your concerns, we can evaluate the scope of work and determine which service tier bests suits your needs.

Wealth Management Clients

Wealth Management Clients receive comprehensive wealth planning, custom portfolio, and risk management services. They generally have a minimum net worth of five million dollars and investable assets suitable for the goals being addressed. Our compensation is determined during the Investment Planning Process. Advisory fees and/or commissions may be charged depending on what is most appropriate for the client situation. Wealth Management clients must be a mutual ongoing service fit. Referrals to LPL Financial, CERTIFIED FINANCIAL PLANNER^TM Professionals and other suitable experts may occur in some circumstances.

Financial Planning: Focused On You

Wealth Planning Clients

Wealth Planning Clients are typically interested in assessing planning needs now. They also may qualify for risk management, model investment, and maintenance subscription services. Written analysis and recommendations are provided with these services.

Wealth Planning Flat fee Comprehensive services start at-

$9,500*

Wealth Planning Hourly & Other Fees-

Hourly fees are $500**
Retirement Plan Participants in companies where we service the plan have wealth planning access on a custom fee schedule.
Maintenance subscription fees start at $3500/yr.
Model portfolio advisory fees are up to 1.25%/yr.

*Relationship discounts may apply

**Hourly consulting fees are typically reserved for Business clients

Customarily, Wealth Management Clients have investable assets of at least one million dollars.

Effective 9/1/2024, Wealth Planning engagement capacities are limited.

If customary fees appear inappropriate for the situation, we will decline the engagement and possibly suggest other alternatives.