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Our services

our service models

Custom solutions for financially-minded clients

Investment Management

Growing your wealth requires a long-term, disciplined approach. Since leaving money in the bank is not always optimal, we start by figuring out whether you have the financial capacity to be in the markets. From there, we will gain insight into your goals and objectives. The next step is to determine your risk tolerance, develop an investment plan with an asset allocation target, and create and manage the portfolio based on the criteria we formulated.
PRICING Blended model ranging from .65% to 1.10% of assets under management, depending on the size of the portfolio
  • Globally-diversified portfolios
  • Custom investment strategy
  • Continuous monitoring of your account
  • Client account access
  • Investments including DFA funds that only specific advisors can access
  • Commission-free investments with the client’s best interest in mind

Comprehensive financial planning

Life can be hectic, especially when there are children in the picture. You might be asking yourself questions like:
"Financially speaking, am I prioritizing what's most important to me?"
This service model is designed to help you gain financial clarity. Growing and keeping your wealth can be exceptionally challenging, so let’s join forces and strike the balance of living the life you want now and planning for the future.
PRICING Initial financial plan
starts at $1,500, with an ongoing monthly fee starting at $150
  • Investment Advice
  • Employee benefit optimization
  • Retirement planning
  • Tax planning
  • Insurance planning and analysis
  • Estate planning
  • Cash Management
  • Education Planning

QUICK START
PROGRAM

Not ready for comprehensive financial planning? Chances are you still have a couple of pressing questions. If this is the case, our Quick Start Program might be for you. Our process begins with a 30-minute discovery meeting where we listen to your financial concerns. From there, we set up 90-minute session to address two or three of your most pressing questions. You will then receive a follow-up email with clear instructions on how to implement what we discussed.
PRICING $500-$750
flat fee

  • Sample Questions:
  • Am I on track to achieve my financial goals?
  • Is there too much risk in my portfolio?
  • Am I taking advantage of all my employee benefits?
  • Am I missing out on any tax-savings opportunities?
  • Do I have all the appropriate insurances?
  • Do I have too much money sitting in the bank?
  • Am I saving enough for my children’s education?