A Holistic Approach to Building and Preserving Wealth
Our Wealth Management service is designed for clients seeking a long-term partnership that integrates all aspects of financial planning, tax strategy, and investment management. This comprehensive offering includes:
Ongoing Financial Planning: Continuous support to help you stay on track with your goals and adjust as life evolves.
- Tax Planning and Preparation: Proactive strategies to minimize your tax burden with optional tax preparation services through our trusted CPA partnership.
- Investment Management: A disciplined approach to managing your portfolio, aligned with your unique financial goals and timelines.
Our Investment Approach
We use the "bucket" approach to investing. It is a simple strategy for aligning your investment portfolio with different time horizons to better manage risk and cash flow in retirement. Our philosophy prioritizes:
- Low Costs: Utilizing ETFs and other low-cost investment products.
- Tax Efficiency: Strategically managing your portfolio to reduce tax impact.
- Focus and Discipline: It’s not about beating the market—it’s about following a systematic approach that includes regular rebalancing and prudent decision-making.
Fees
The Wealth Management fee is based on a percentage of the assets we manage on your behalf. A minimum fee to engage in this service is $4,500. The fee schedule is available below.
- First $500,000 - 1.25%
- Next $500,000 - 1.00%
- Next $2,000,000 - 0.80%
- Next $2,000,000 - 0.70%
- $5,000,001 and up - 0.60%
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