Wealth Management Service

We believe comprehensive wealth management is a continuous process and relationship rather than a single event or a product.

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.

Our Wealth Management Service provides you with ongoing financial planning, investment management, and advice that considers your entire financial landscape. As a client, you will have access to the following services, which are tailored to meet your needs and objectives:

Financial goals planning
Financial goals planning
Retirement planning
Retirement planning
Investment management
Investment management
Social Security & pension claiming strategies
Social Security & pension claiming strategies
Workplace retirement plans investment advice
Workplace retirement plans investment advice
Portfolio withdrawal planning
Portfolio withdrawal planning
Tax strategies & planning
Tax strategies & planning
Risk management planning & insurance review
Risk management planning & insurance review
Cash flow & debt management
Cash flow & debt management
Estate planning
Estate planning
College financial planning
College financial planning
Charitable & personal gifting
Charitable & personal gifting
Employee benefits analysis
Employee benefits analysis
Collaboration with attorney & tax preparer
Collaboration with attorney & tax preparer

Examples of how we can support different Wealth Management Service clients

Our Process

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.

Our History

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.

Our Values

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

Your annual fee is customized to your situation, complexity, and planning needs.

Your fee is determined when we begin working together and then revisited annually or if there is a material change in your financial situation or asset level.

The minimum fee for this service is $10,000/year.  The fee is an annual flat fee that is charged on a quarterly basis.

Our Process

We use a systematic approach with our Wealth Management clients to help them navigate their financial journey.

  1. Gather data
    Understanding your situation & gathering information
    next
  2. Milestone
    Identifying & setting goals
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  3. Analyze
    Analyzing your current course & potential alternatives
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  4. Planning board
    Developing & presenting planning recommendations
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  5. Implementation
    Implementing the recommendations
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  6. Microscope
    Monitoring of progress & planning updates

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