Ongoing Wealth Management Service

Our Wealth Management Service provides you with ongoing financial planning, investment management and advice that considers your entire financial landscape.

You are busy, and tending to the financial complexities of your life may be an area where you would like assistance so you have more time for other activities you enjoy.

Whether you are planning for yourself as an individual or for your family, our Wealth Management Service is designed to work through complex financial issues, instill confidence in your decisions, and help you live your best life today and in the future.

As a client, you will have access to the following services, which are tailored to meet your needs and objectives:

Financial goals planning

Retirement planning

Investment management

Social Security & pension claiming strategies

Workplace retirement plans investment advice

Portfolio withdrawal planning

Tax strategies & planning

Risk management planning & insurance review

Cash flow & debt management

Estate planning

College financial planning

Charitable & personal gifting

Employee benefits analysis

Collaboration with attorney & tax preparer

Are We a Good Fit?

Our Wealth Management Service, which includes ongoing financial planning and investment management, may be a good fit if you want:

An ongoing, collaborative, and long-term client/advisor relationship.
The opportunity to delegate the investment management to us.
A long-term investment approach that doesn't try to pick stocks or time the markets.
An advisor that is proactively looking at your entire financial picture not just your investments.
Open and honest conversations, even if they are hard.

If these appeal to you, please contact us to see how we might work together.

Examples of how we can support different Wealth Management Service clients

You’re a pre-retiree couple within 10 years of retirement and want an advisor to guide you into and through retirement - assessing whether you are on the right track and what you need to do in the next 5-10 years to be ready to retire the way you want.

You’re a single pre-retiree and are looking for a trusted advisor to accompany you on your financial journey both pre- and post- retirement. You're looking for a collaborative arrangement where we work together and communicate openly to help you enjoy your retirement years.

You’re a retired couple who is looking for a financial advisor to manage your accounts, create a cash flow plan, minimize your taxes, help you with personal and charitable gifting, and make sure that your financial affairs are and stay in order.

Fees

Our fee structure is different compared to advisors that charge based on assets under management (AUM). This is because our annual client fee is based on the complexity of your financial situation, not solely on how much money you have.

Our Wealth Management Service fee structure could save you thousands of dollars in advisor fees every year versus an AUM model. Our minimum fee for this service is $7,500/year. The fee is an annual flat fee that is charged on a quarterly basis. Your fee is determined when we begin working together and then revisited annually or if there is a material change in your financial situation.

If you’d like a free quote, please contact us to schedule a no-obligation complimentary initial meeting. We think it will be well worth your while.