WEALTH MANAGEMENT SERVICES
Our Approach
Our mission is to create and implement a roadmap that will help you achieve and maintain financial security. Our clients come from all walks of life, and our commitment is to provide everyone with the same personalized attention. Above all else, we value the relationships that we build.
Financial Planning Services
Our Financial Planning process is custom tailored to every client we serve. This approach focuses on building a financial plan as unique as you are. We couple financial planning with investment management to help ensure your portfolio aligns properly with your plan. A cohesive plan strives to give you the utmost confidence in achieving your financial goals.
Investment Management Services
Our philosophy is there is no one size fits all approach to investing. We craft portfolios that coincide perfectly with you. To attain the right mix, we analyze your entire financial picture including risk tolerance, life stage and cash flow. Our professional management will give you confidence knowing your investment mix will always suit your goals and objectives
Financial Planning & Consulting Packages
BASIC PLAN
“Getting started organizing and planning your financial future”
ADVANCED PLAN
“Comprehensive approach to fully evaluate and analyze your financial progress”
PREMIER PLAN
“Take complete control of your financial picture and build your legacy”
Meetings: Annual Review & Quarterly Check-in Calls
Meetings: Semi-Annual Review & Quarterly Check-in Calls
Meetings: As-Needed Reviews & Quarterly Check-in Calls
Areas of Focus:
Investment & Goal Planning
- Portfolio Analysis
- 401(k) Allocation Assistance
- Risk Tolerance Assessment
- Retirement Savings Planning
- Cash Flow/Budget Analysis
- Behavioral Financial Coaching
- Goal Monitoring
- Employee Benefits Planning
- Personalized Recommendations
- Online Financial Portal
Areas of Focus:
Comprehensive Financial Planning
BASIC SERVICES PLUS:
- Detailed-Cash Flow Planning
- Risk and Insurance Analysis
- Life Transition Planning
- Retirement Income Strategies
- Social Security & Medicare
- Education Funding
- Tax Planning Strategies
- Basic Estate Planning Techniques
Areas of Focus:
Complex Financial Planning
ADVANCED SERVICES PLUS:
- Advanced Investment Solutions
- Wealth Transfer Scenarios
- Family Financial Education
- Stock Option Analysis
- Charitable Gifting Techniques
- Business, Rental, Entity Planning
- Advanced Estate Planning
- Third Party Professional Coordination
Initial Plan/Setup: $2,500+
Ongoing Planning: $1,000+
Initial Plan/Setup: $5,000+
Ongoing Planning: $2,000+
Initial Plan/Setup: $10,000+
Ongoing Planning: $4,000+
Ongoing Financial Planning & Consulting
After your financial plan is delivered, continue to engage with us to monitor, update, and implement your financial plan for a reduced on-going annual fee with options to pay either monthly, quarterly, or semi-annually.
Investment Management Services
- Portfolio Analysis
- Risk Tolerance Alignment
- Time Horizon Review
- Investment Selection
- Asset Allocation
- Rebalancing
- Gain/Loss Harvesting
- Ongoing Research and Advice
Wealth Management Fee Schedule
Account Value
$50,000 – $199,999
$200,000 – $499,999
$500,000 – $999,999
$1.000,000 – $2,499,999
$2,500,000 – 4,999,999
$5,000,000+
Financial Planning Bundle Fee Discount
1.10%
1.00%
.90%
.80%
.70%
Negotiable
Investment Management Only
1.25%
1.15%
1.10%
1%
.90%
Negotiable
