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