As a Busy Individual,
You Deserve a Wealth Picture That Works for You
No matter where you’re at in life, our goal is to take a closer look at your current situation and develop a plan that revolves around your needs and goals. By building a meaningful relationship, we hope to work toward achieving your short-, medium- and long-term goals.
To understand which of our services are best suited to your objectives, we’ll start with a conversation as if we’re at the local coffee shop, and determine the most suitable next steps for you. We understand that your life moves quickly and is likely very busy, which is why it’s important to take a moment to clarify your goals and the details that truly count.
Our Client-Focused Services Include:
Comprehensive Financial Planning
Income & Tax Planning
Estate & Legacy Planning
What About Pricing?
|Assets Under Management||Annual Fee|
|$0 - $1,00,000||1.50%|
|$1,00,001 - $3,000,000||1.25%|
|$3,000,001 - $5,000,000||1.00%|
|$5,000,001 and above||0.85%|
*The cost of project-based planning fees can range from $1,000-$5,000.