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Client Profile

Our mission is to provide expert financial guidance to allow our wealth management clients the freedom to live without anxiety, empowering them on a path to secure a financially confident future.

Our most successful relationships are with:
Age 50+

Individuals with the desire to tax-efficiently accumulate wealth, maintain their lifestyle in retirement, and provide a legacy for their family make great wealth services clients.

$1 Million+ in investable assets

High-net-worth earners with assets accumulated through retirement plans, household savings and wealth, and business sale. Minimum $500,000 in assets.


Individuals who are seeking an advocate to coach them and their family through various financial decisions. Delegators who want to invest smarter to achieve a reliable stream of income that meets their lifestyle.

Frequently Asked Questions

We are a fee-only fiduciary, our clients’ fees are our only source of revenue. Our fees are tiered per Assets Under Management.

Some advisors have pay-to-play or commission arrangements, which may cause hidden fees or create conflicts of interest. We embrace our fiduciary obligation and put our clients’ sole interest first.


Yes, we do offer one-time Financial Plans tailored to your unique needs. This may be a good fit for you if you would like to tap into our professional expertise as a guide and you want to manage the investments. Our highly sought-after planners have a limited number of engagements available per month. The fee for planning depends on the complexity of your needs. Schedule a 15-minute call to give us both a chance to make sure our expertise is a good match for your needs.


We are a good fit for you if you are looking for a highly credentialed team to provide sound financial advice and portfolio management that will allow you to focus on your business, family, and personal goals with a sense of empowerment and well-being.


Fee Schedule

Account BalanceAnnual Advisory Fee
First $1 million1.25%
Next $2 million 0.85%

Minimum of $500,000. For accounts exceeding $5 million, please request a separate fee schedule. Fees are calculated for the prorated monthly portion and billed monthly in arrears for the specified time period. Calculation is based on the account value at the close of business on the last business day of the month.


Start making informed financial decisions – partner with a knowledgeable financial advisor.

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