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Services2017-06-16T12:08:40+00:00

WEALTH MANAGEMENT

Our Wealth Management service includes ongoing holistic financial planning and investment management. We look at your entire financial life picture and help you make decisions that will allow you to live your life to the fullest.

  • Minimum Wealth Management fee: $5,000

Our goal is to help you get organized, provide clarity around what is most important to you and create a plan to achieve those goals. We work with you to evaluate your financial life and help ensure it is aligned with your values. From there we can begin the planning process and scenario analysis to see what is possible and to identify risks. The end result is confident, thoughtful financial decision-making.

See the Financial Planning Process

We are committed to globally diversified portfolios. Our approach is evidence-based, utilizing Harry Markowitz’s Nobel Prize-winning Modern Portfolio Theory.

We pay attention to how taxes can affect your investments. Whether it’s a tax-deferred account, tax-loss harvesting or tax planning, we help you make informed decisions about how to get the most out of your money.

LEARN MORE ABOUT WEALTH MANAGEMENT

FINANCIAL PLANNING CONSULTING

We help you get organized and provide clarity around what is most important to you. We work with you to evaluate your cash flow and make sure your spending is aligned with your goals and values. We will create a Net Worth Statement and give you an aggregated view of your investment allocation. From there we can begin the planning process and scenario analysis to see what is possible and to identify risks. In the end, we help you to improve your financial well-being and create peace of mind, both of which are priceless.

  • This service is quoted based on complexity.

  • The minimum fee for this service is $2,500.

LEARN MORE ABOUT THE FINANCIAL PLANNING PROCESS

LET’S WORK TOGETHER

Our goal is to work with clients the way they want to be served. For some clients this may mean face-to-face meetings while others may prefer regular updates via e-mail. We are flexible in our approach and adjust our client relationships to meet their individual needs.