Holistic wealth management for high-net-worth individuals & families
True wealth management goes beyond investment returns. We provide integrated advice across financial planning, investment management, tax strategy, estate planning, and risk management. As fiduciaries, we always put your interests first.
- ✔ Comprehensive financial planning
- ✔ Investment management & portfolio design
- ✔ Retirement planning & income strategies
- ✔ Tax-efficient investing & loss harvesting
- ✔ Estate & legacy planning
📊 Who we serve
Wealth management services
Financial Planning
Cash flow analysis, goal setting, retirement projections, education funding, tax projections.
Investment Management
Asset allocation, portfolio construction, tax-loss harvesting, rebalancing, performance reporting.
Risk Management
Insurance review, life insurance, disability, long-term care, liability assessment.
Tax Planning
Tax-efficient investing, Roth conversions, capital gains management, charitable giving strategies.
Estate Planning
Trusts, wills, beneficiary review, generational wealth transfer, philanthropic planning.
Business Planning
Succession planning, exit strategies, qualified plans (401k, profit sharing), deferred compensation.
Why work with a fiduciary advisor?
Not all advisors are fiduciaries. We are legally required to put your interests first.
Legally bound to act in your best interest. No conflicts of interest.
We don't earn commissions. No product sales. Just advice.
Flat fee or percentage of AUM. You know exactly what you pay.
Highest professional credentials. Ongoing education and ethical standards.
Fee structure
0.75% - 1.25% of AUM annually, billed quarterly. Includes financial planning, investment management, tax coordination.
$5,000 - $15,000 per year for comprehensive financial planning (no AUM).
$3,000 - $10,000 for specific projects (retirement analysis, estate plan review, etc.).
$450/hour for targeted advice. Minimum 2 hours.
Credentials & team
All advisors hold CFP certification. Holistic planning expertise.
Senior team members are CFA charterholders. Investment expertise.
In-house tax expertise. Integrated tax and investment planning.
Estate planning attorney on team. Trust and estate expertise.
Related financial & legal services
⭐ CFP, CFA, CPA credentialed • Fiduciary • Fee-only • $1.2B AUM
Free introductory consultation
Meet with a CFP professional. Discuss your financial goals, current situation, and see how we can help — 100% free, no obligation.
Why choose our wealth management firm?
Legally required to act in your best interest. No commissions, no product sales.
No cost to discuss your financial situation and goals.
Highest professional standards. Comprehensive expertise across planning and investments.
Integrated planning — investments, taxes, estate, insurance, business, charitable giving.
✅ $1.2 billion under management. Schedule your free consultation today — fiduciary, fee-only, comprehensive wealth management, no obligation.