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Make an informed decision about working together

Learning our process will give you a framework for evaluating us and any other financial advisors you might be considering.

Introductory Call

A 20-minute phone call to get to know one another and make sure our expertise matches your situation. If we aren't the best fit for you, we will make sure to introduce you to a financial advisor who is better suited to your needs.

Analysis Report

We apply our expertise and understanding of who you are to analyze your current situation and answer your most pressing questions in an electronic report. Our analysis will explain exactly what you need to do to achieve financial success and how our advisors can help you improve your finances.

If you are happy with the information we have provided and are ready to start working together, we can formalize our partnership! And if you still aren't sure, you can take some time to think things over - we won't give you a hard sell.



Am I a Good Fit?

We deliver the greatest value when we focus on complex situations that require our expertise.

Our typical clients are:

Stock-compensated employees, directors, and executives who are eager to delegate to an expert advisor and simplify their family finances
Diligent savers within 5-10 years of retirement who have accumulated $500,000 or more of investment assets
People who value expert guidance and understand that the success of their retirement is too important to manage on their own

What will I pay?

Wealth Management is an ongoing service. Together with your financial advisor, we'll focus on your entire financial picture including your investments, retirement, cash flows, insurance needs, taxes, employee benefits and estate planning. Your annualized fee will be deducted directly from your managed investment account.

Annualized Fee
(calculated and billed monthly, based on monthly asset values)
  • 1.00 of 1% for the first $2 million of asset value, plus
  • 0.60 of 1% for the next $2 million of asset value, plus
  • 0.40 of 1% for the next $1 million of asset value, plus
  • 0.25 of 1% for asset values over $5 million

Do you offer Hourly Planning & Consulting?

Yes, we offer hourly financial planning and project-based consulting. This is an as-needed service, designed for clients that may need access to expert advice from time-to-time, but don't need ongoing wealth management yet. The cost is $200 per hour.