Services

Outsourcing financial management should simplify your life, not create stress. We believe in a comprehensive approach to managing your finances. That’s why we offer tax preparation, financial planning, and investment management all under one roof.

Our comprehensive wealth management services include:

Financial Planning

Every client comes to us with their own unique goals and dreams. We work closely with you to create a comprehensive plan that will help you save for tomorrow while still enjoying today. Services include:

Taxes

We go beyond tax preparation to help you develop an ongoing strategy to mitigate the impact of taxes on your personal finances. Services include:

Investment Management

We provide full-service investment management for all types of short- and long-term portfolios. Services include:

  • Cash flow analysis and budget creation
  • Review of insurance coverage and estate plan
  • Retirement planning (401(k), IRA’s, self employed retirement plans)
  • Option and RSU analysis
  • College funding options
  • Charitable donation planning
  • Investment consultation on non-managed assets
  • Debt management
  • Preparation of your individual tax return
  • Tax projection and tax withholding strategy
  • Annual tax planning
  • Ongoing strategy to mitigate the impact of taxes on personal finances
  • Development of an investment allocation tailored your specific goals
  • Paperless account application and transfer process
  • Web-based performance reporting and snapshot of accounts and total portfolio
  • Monitoring of investment allocation and recommendations of changes
  • Automatic investment of additional contributions
  • Rebalancing of investments
  • Tax loss harvesting
ImagePlus
  • An initial review of your finances, development of financial plan + ongoing financial planning support
  • Bi-annual phone/video call meetings to review progress and new developments
  • Unlimited email questions & support

Pricing

Fees are based on a percentage of assets under management. We impose a minimum annual fee of $8,000 for individuals or $10,000 for couples. This minimum fee is applied to the first $800,000 of assets under management for an individual, or first $1,000,000 of assets under management for a couple.

Assets under managementIndividualCouple
0–$800kIncluded in $8,000 base feeIncluded in $10,000 base fee
$800k-$1M1%Included in $10,000 base fee
$1M-$3M 0.80% 0.80%
$3M-$5M 0.60%0.60%
$5m+0.40%0.40%
Pricing Examples

A single client with assets under management of $2,000,000 would pay an annual fee of $8,000 base fee + ($200,000 x 1.00%) + ($1,000,000 x 0.80%) or $8,000 + $2,000 + $8,000 = $18,000.

A couple with assets under management of $2,000,000 would pay an annual fee of $10,000 base fee + ($1,000,000 x 0.80%) or $10,000 + $8,000 = $18,000.