Wealth Planning
Your financial life touches everything. We bring order to the complexity so you can move forward with clarity and confidence.
What We Offer
Real financial planning goes far beyond picking investments. We coordinate every part of your financial life, so each decision works in concert with the next, and nothing falls through the cracks.
Life is full of competing priorities. We help you bring them into focus by building a comprehensive plan that connects your income, spending, insurance, taxes, and estate goals into one clear, coordinated picture. For clients approaching or in retirement, we go deeper, addressing retirement income, Social Security timing, healthcare costs, and making sure your lifestyle is protected for the long term.
We take a purposeful approach to investing, built around your financial plan and focused on long-term outcomes. Our portfolios are cost-effective, diversified, and tailored to your risk tolerance. We stay disciplined through every market cycle, always anchored to your plan.
Good tax planning happens year-round, not just at filing time. We work proactively throughout the year, identifying opportunities like Roth conversions, tax loss harvesting, and income timing to reduce your overall tax burden. And because we have an in-house tax team, our strategies don't stop at recommendations. They get implemented, coordinated across your investments, retirement plan, and estate goals, so nothing falls through the cracks.
Building wealth takes decades. Protecting it should never be an afterthought. We review your existing coverage across all major insurance areas, including life, health, disability, long-term care, and property and casualty. From there, we make sure the right protection is in place and revisit your coverage regularly as your life and financial picture evolve.
Your wealth should transfer the way you intend. We work alongside your estate planning attorney to make sure your beneficiary designations, account titling, and overall estate plan are fully aligned with your financial goals. For clients who want to give back, we also help incorporate charitable planning strategies, ensuring your generosity is structured in a way that is both meaningful and tax-efficient.
How we work
A relaxed first meeting to understand your goals, concerns, and whether we're a good fit for each other.
Schedule your introductory conversationA deep dive into your full financial picture — income, assets, tax situation, estate documents, risk tolerance — to build a complete map.
Paperwork gets signed, your financial plan is established, and assets begin transferring. This is where the relationship truly begins.
Then, every year…
An ongoing relationship.
Not a set-it-and-forget-it plan.
After launch, we stay in rhythm with you throughout the year — not because it's on a calendar, but because your plan deserves ongoing attention. Each conversation is an opportunity to reflect on what's changed, recalibrate your strategy, and realign with where you're headed.
This isn't portfolio management on autopilot. It's a relationship — and relationships require presence, dialogue, and care.
Fee Transparency
Whether you need full-service wealth planning or focused financial planning, our fees are always disclosed upfront.
We manage your investments, build your financial plan, and walk alongside you year after year. Estimates are for new clients; existing clients may be on a different fee schedule.
Tiered (marginal) rates · subject to a $7,000 annual minimum fee · current new-client schedule
Expert planning and advice for those who manage their own investments or work with another manager.
Hourly rate
Billed at $250/hour against a $7,000 annual minimum, payable quarterly or annually.
Fees are calculated on a tiered basis. Actual fees may vary based on individual circumstances and the specific services rendered. Please consult with your advisor for a personalized fee estimate.