Comprehensive Wealth Management Services

When we manage your financial life and allow you to focus more on your day-to-day life. We help clients keep more of their hard earned money to use toward their dreams by avoiding costly mistakes.

Mistakes we work to avoid:

  • Not having an estate plan in place
  • Not having an emergency fund
  • Surprise taxes owed at year end
  • Not carrying appropriate insurance or being underinsured

You are free to choose between comprehensive financial planning with investment management included or hourly services. Always with one low transparent fee.

Ongoing Fees for Families begin at $1,000/quarter.

Hourly Fees are $350/hour.

Investment Management Services

When you require just ongoing investment management services.

Mistakes we work to avoid:

  • Heavy concentrations in one stock
  • Short-term trading resulting in high taxes
  • Locating high dividend or taxable interest investments in accounts that are taxed
  • High fee active managers

Portfolio Management Fee based on assets under management.