Studies have shown that comprehensive ongoing financial advice may add a value of 1.6% or more, after all fees, to a portfolio.*
For example, that’s a potential benefit of $16,000 annually (beyond any fees you pay) on a $1 million portfolio or $80,000 on a $5 million portfolio. The benefits of customized, comprehensive financial planning can be substantial.
We start with deep conversations about what matters to you. We then build a custom financial plan for you that incorporates ongoing investment management as well as consultations on taxes, estate planning, insurance and more.
We continually revisit and update the financial plan as your life situation changes. Throughout our relationship, you will be well-informed and in control of your finances. We meet with you regularly as desired and communicate often.
Our cost structure is competitive, and there is no cost or tax to transfer assets.
Our strategy is to make our service to you chock full of value.
Fill out the form below to see if a free, no-obligation Investment & Tax Planning Review is right for you.