Broker Check

Wealth Management

Wealth Management is our full-service offering that includes financial planning and investment management.

  • It’s all about you and your family- Every recommendation starts and ends with you.
  • We help you identify and prioritize your goals. They may change over time, and we will work with you to build a plan to achieve your unique goals.
  • Create a game plan- We will show you how to best utilize your family’s financial resources to meet these goals.
  • Invest your money- We will help you manage your money intelligently, and with academic research supporting our recommendations. We will also advise you on any other retirement plans that you have.
  • Big decision consulting- We will advise you on big money decisions, like big purchases, second homes, paying off mortgage, etc.
  • Risk management- We will review and advise on ways to mitigate risk through insurance policies
  • Tax focus- We focus on tax planning and will review your tax situation regularly.

Our annual fees* for Wealth Management vary based on the percentage of assets under management. The general range is from 0.85% to 1.75%

*This fee is all inclusive and covers investment management as well as financial planning services