Comprehensive Wealth Management

Need it all?  Our clients with over $1 million in managed assets qualify for Comprehensive Wealth Management, a complete package including all our services at one reduced management fee!

While you may not benefit from every service we offer on day one, over the years many items will become relevant and require detailed discussion and planning as we work together towards your financial goals. We’ll walk through every issue on your mind and ask questions to identify items you haven’t yet thought about.

• All planning fees are waived!  Whether it’s analysis of a specific scenario or a full financial plan, we’ll compile every detail you provide and build a model you can use to inform your decision making and boost your confidence.  
• Your family receives complimentary financial planning!  Many of our clients have children or grandchildren who can benefit from financial education or planning as they build their financial foundation.  All planning fees are waived for your family members as well!
• You gain access to the full range of investment tools we offer, all at a reduced fee!  We approach your investments with a view of the full picture and the goals you have set.  We’ll discuss ways to reduce risk and/or increase returns all while positioning for your individual risk tolerance and time frame.
• We coordinate with your other professionals (Attorney, CPA) to manage your complete financial plan. Each professional plays a key role in your plan’s ability to weather the hurdles life throws our way. You can rest assured your team has your back while you focus on what’s important to you.

Example Annual Wealth Management Calendar