Our Team Approach
We live in an increasingly-complex financial world with an endless array of investment opportunities, financial products, and insurance vehicles designed to help you maximize and protect your wealth. Figuring out what to pursue and what to ignore can be challenging, and that’s why we practice wealth management with a collaborative team approach. We each bring our own knowledge and skills to the table, and we work together to help you make the right strategic moves to accomplish your goals. If you have existing relationships such as an attorney or CPA, we will work with them as well, making sure everyone is on the same page.
Our Fee Structure
We don’t believe in a one-size-fits-all approach for our industry because everyone has different needs and preferences when it comes to maximizing and protecting their wealth. We have a fiduciary responsibility to put our clients’ best interests first, and that’s why we offer a few distinct ways to engage with our firm. If you’re not sure which way is right for you, we’ll explain your options in detail and give you the information you need to decide.
Fee-Based Financial Planning
Under this model, we work with you to benchmark your current financial situation, clarify your short and long-term goals for the future, and create an optimal plan to help you get there. The planning fee for our consultative services varies based on factors such as your income, assets, net worth, and the complexity of your planning needs.
Assets Under Management
If we are managing your portfolio in addition to helping you create your financial plan, our fees will come from a traditional “Assets Under Management” model where we earn a percentage of what we have invested for you. We take pride in our uncommon portfolio management approach where we eat our own cooking by investing in what our clients own, when appropriate, right alongside them.