Services
As your wealth grows, so do the opportunities and complexities that come with managing it. Our service tiers are designed to provide the appropriate level of planning, guidance, and support based on your unique financial needs. While each tier highlights services commonly associated with a particular asset level, recommendations are always tailored to your individual goals and circumstances.
Wealth Advisory Services
Level 1
Up to $250,000 in Assets
Construct a solid financial base designed to pursue your long-term objectives. This foundational tier focuses on the accumulation phase of your financial life, helping you optimize accounts, navigate retirement and education goals, and establish essential wealth-building and risk management strategies. It provides the independent guidance needed to start your wealth journey with absolute clarity.
Advanced Wealth Planning
Level 2
$250,000+ in Assets
Protect your growth and enhance your portfolio. Building upon the Level 1 foundations, this tier introduces proactive strategies to minimize your tax burden, optimize salary deferrals, and review qualified or nonqualified deferred compensation options.
Legacy & Comprehensive Wealth Management
Level 3
$500,000+ in Assets
This premier service tier includes all Level 1 and 2 offerings, adding high-touch consultation for business planning, stock option analysis, and charitable giving. By utilizing a team approach, we coordinate directly with your external CPAs and attorneys to ensure a seamless, tax-advantaged transfer and distribution of wealth.
Level 1
< $250,000 in Assets
- Monthly Market Update
- Annual Client Review Meeting
- Retirement Planning
- Education Planning
- Estate Planning (Wills & Trusts)
- Wealth Building Strategies
- Risk Management Planning
(Long-Term Care, Life, Disabilty) - IRA/Nondeductible IRS Options Review
- 401k Review
Level 2
$250,000+ in Assets
Level 1 Services Plus:
- Tax Management Strategies
- Salary Deferral Options
- Investment Tax Planning
- Plan Benefits Review
- Qualified/Nonqualified Deferred Comp Plans Advisement
Level 3
$500,000+ in Assets
Level 1 & 2 Services Plus:
- Business Planning
- Wealth Transfer Planning
- Long-term Care Review
- Coordination with CPAs & Attorneys
- Stock Option Analysis
- Chartible Planning