Our flagship service, reserved for clients with over $1.5 million in investable assets, offers a comprehensive suite of financial services designed to meet the complex needs of high-net-worth individuals and families. This exclusive offering includes full-service investment management, holistic financial planning, and detailed tax planning, including tax planning when appropriate.

As the cornerstone of our business, this service is tailored to ensure detailed care and attention to a select few clients, maintaining the highest levels of personalized service. We understand that managing substantial wealth requires sophisticated strategies and a proactive approach. Our dedicated team of advisors works closely with you to craft strategies that seek to grow and protect your wealth, seamlessly integrating and expertly managing every aspect of your financial life.

Key Features:

• Personalized Investment Management: Customized investment portfolios designed to align with your financial goals and risk tolerance.
• Comprehensive Financial Planning: In-depth analysis and strategic planning for retirement, estate, tax, and more.
• Detailed Tax Planning: Personalized tax strategies services that seek to optimize your financial outcomes.
• Dedicated Advisor: A personal advisor providing continuous support and experienced guidance.
• Exclusive Access: Invitations to exclusive events, educational seminars, and premium resources tailored to high-net-worth individuals.
• Ongoing Support and Communication: Proactive updates and transparent reporting to keep you informed about your financial progress.

Discover how our flagship service can help you manage your financial aspirations with a level of care and expertise that you deserve.

We believe that as technology improves and makes us more efficient, it is our responsibility to pass these savings on to our clients, offering quality guidance to more individuals. We leverage advancements in technology to bring investment management to a broader audience with our bespoke strategies. By utilizing ETFs in seeking to keep costs low and incorporating mutual funds when necessary, we seek to ensure a cost-effective and transparent approach. These efficiencies allow us to extend our services to a wider range of clients, providing personalized financial guidance.

For an annual fee of 1% of the assets we manage, you will receive:

• Access to our investment strategies
• Comprehensive financial planning software
• An annual planning review
• Ongoing support via phone, email, and Zoom

Contact us to learn how our simplified approach can give you access to personalized planning.

For those seeking expert financial guidance without the need to move assets, we offer a personalized, one-time financial planning engagement. This service is perfect for individuals who want comprehensive financial planning without ongoing management. Our one-time engagement fee ranges from $2,500 to $10,000, depending on the complexity of your case.

What You Receive:

• Comprehensive Financial Planning Software: Access advanced tools to analyze and plan your financial future.
• Detailed Financial Review: A thorough evaluation of your current financial situation, including income, expenses, assets, and liabilities.
• Tailored Investment Fiduciary Advice: Personalized recommendations from our experienced investment fiduciaries, prioritizing your best interests.
• Flexible Meeting Arrangements: Engage in necessary interactions to develop a robust financial plan.

This one-time planning service offers you high-quality, tailored financial advice without the need for ongoing commitments. Seek to optimize your retirement strategy, plan for significant life events, increase tax-efficiency, or gain a clearer understanding of your financial position. Reach out for a complimentary consultation.