Our Wealth Management services combines financial planning and investment advisory services into a single fixed annual fee service that offers a tremendous value to our high-net worth clients.
Instead of having to pay a percentage of your assets, you have a fixed yearly fee. If you already have a substantial asset base, this service can save you thousands of dollars compared to traditional Assets Under Management (AUM) services. It also eliminates any bias on our part to keep your assets invested for growth, when perhaps you might be better served to pay off liabilities or maintain a more conservative portfolio. You get all of our financial planning and investment advisory services and the personal attention with unbiased advice that you deserve.