Services

Together, we’ll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules:

By exploring each module in detail, we’ll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we’ll assemble an implementation plan for your financial future.

Working together with us helps simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.

Above all, we believe a financial planning firm should be up-front and transparent about their pricing. When you trust us with something as important as your financial planning and asset management, you should have no doubt about how our fee structure works.

For consultative planning services such as financial planning and tax planning, we charge an annual retainer fee.

For asset management services, we follow an Assets Under Management (AUM) fee structure, which means that we charge a percentage of the amount of your assets we manage. In other words, we do better when you do better!

If you have any questions about our fees or fee structure, please don’t hesitate to ask.