Wealth Management

New clients may desire on-going comprehensive services such as our Wealth Management program.

What is The Wealth Management Program?

The Wealth Management program is a personal advisory program providing on-going investment management (same as the Investment Management program), financial planning, tax planning, and tax preparation services. It is designed to provide our clients with the peace of mind in having a dedicated financial advisor able to coordinate their tax, investment, and financial lives into a single holistic on-going financial independence program.

Who Will Benefit From The Wealth Management Program?

This program is designed for those who want on-going advice, education, and implementation assistance covering all aspects of their financial lives with the goal of establishing a long-term partnership with a trusted advisor. It is through this type of relationship that our clients receive the greatest service and cost benefits.

How is The Wealth Management Fee Calculated?

This service provides financial/tax planning for a flat fee that is adjusted annually, AND investment management with a fee that is based on a percentage of assets under management not exceeding 0.75% annually.



2017 serviceofferings