As a fee-only independent wealth management firm, we provide a range of personalized services which includes –
- Goal-based investment management
- Estate and income tax planning
- Comprehensive financial planning
- Business exit and succession planning
- Retirement planning
- Education planning
We begin our advisory relationship with you by scheduling an initial meeting or conference call to understand your specific financial background as well as your desired financial goals. During this meeting we provide an overview of our services and our fee structure. As a fee-only advisory firm, our sole source of compensation is the fee we charge our clients. Our fees are generally based on the value of household assets under management (AUM) and are billed in four quarterly installments. In addition, we also provide financial planning services for a fixed fee which depends upon the level, complexity and scope of the services required.
Our services and fees are described in detail in our Firm’s brochure, Part 2A of Form ADV which may be accessed at www.adviserinfo.sec.gov
If you would like to schedule an introductory meeting or obtain a “second opinion” review of your current portfolio, please use the link below to get started.