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Private Wealth Management

Seeks to restore your TIME to pursue what matters most to you.

We bring together the resources you need at each stage of your life with financial independence modeling, customized tax-efficient investment portfolio implementation, asset protection, and comprehensive financial planning. We work in collaboration with your team of estate and tax professionals.

What's included with Private Wealth Management?

  • Initial discovery/consultation
  • Stress testing (reviewing your investment portfolio's resilience against possible financial situations)
  • On demand fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
  • Concierge client services & unlimited email support
  • Personal financial management website & client vault for storing important documents
  • An interactive, digital financial plan updated daily
  • Diverse portfolio construction including access to individual stocks, bonds and other fixed income instruments, no-load mutual funds, ETFs, and socially conscious investment solutions
  • Insurance reviews at no expense (we tell you if you're paying too much for the coverage you have by taking a deep dive into your current policies)

What is the cost of Private Wealth Management?

We use a simple, straight forward, highly competitive, tiered fee structure with all of our Private Wealth Clients. This is what it looks like:

Invested AssetsPercentage
Up to $500,0001.0%
$501,000 - $1,000,0000.9%
$1,000,001 - $2,000,0000.7%
$2,000,001 and above0.5%