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.