Comprehensive Wealth Management

If you’re looking for a complete solution to organize your financial life, our Wealth Management program is designed to make your journey clear, structured, and stress-free. For clients who prefer a annual flat fee, the program starts at $7,500 and typically ranges up to $15,000 or more, depending on complexity. For those who choose an AUM-based model, fees range annually from 1.5% to 0.75%.

Planning Focus: Create a roadmap for your financial future, integrating equity-based wealth planning, retirement, tax, estate, and investment strategies while keeping you on track every step of the way.

Approach: We follow a structured annual planning process:

• Q1: Foundation & Goal Setting: Annual goal planning, IRA/Roth contributions, tax-efficient strategies, equity compensation review.
• Q2: Mid-Year Planning: Cash flow check-in, education planning, major purchase planning, portfolio review, equity and tax planning.
• Q3: Benefits & Strategy Review: Retirement and savings check-in, estate planning, employee benefits review, equity comp strategy updates.
• Q4: Year-End Planning: Tax planning and loss harvesting, insurance strategy, wills and trusts, long-term estate strategy, equity comp and tax review.

Advantage: Enjoy peace of mind with a holistic approach that integrates investments, tax, estate, risk management, and equity-based wealth strategies supported by expert oversight and proactive planning throughout the year.