A bundled service offering providing comprehensive financial, investment, insurance, estate and tax planning for higher Net Worth individuals or families.
Affluent clients looking to establish a trusted relationship with an advisor that abides by fiduciary standards. They value a consultative process and appreciate a holistic approach to financial opportunities. They are likely to benefit from one firm coordinating the implementation of financial recommendations across multiple professional disciplines.
It is expected that a wealth management relationship would address increased levels, variety, and complexity of a client's income, net worth, and investments. In addition to a more focused level of client service, a wealth management relationship can support the following unique financial needs:
|Rapid Accumulation||Financial Independence|
|Growing Wealth Rapidly||Preserving, Protecting, and Distributing Wealth|
|Reaching Financial Independence||Maintaining Financial Independence|
|Tax Efficient Education Funding||Inter-generational Planning/Gifting|
|Career Assessment/Opportunities||Health Care/Leisure Time|
|Executive Compensation||Pension & Social Security Decisions|
|(High) Tax Bracket Management||(Low) Tax Bracket Management|
|Teaching Children about Money||Caring for Elderly Parents|
|Goal Refinement||Goal Realization|
A wealth management relationship is intended to provide holistic financial planning, tax and investment services for a flat fee based on a client’s marketable net worth at the start of the annual billing cycle. Our minimum fee is $5,000.