Work with us
One of our core values is education. After all, nobody is better equipped to make decisions for your family than you…armed with the right facts.
We might be a good fit for each other if….
- You want to work in the spirit of a collaborative partnership – we are nice people, and we want to work with nice people!
- You want to delegate the majority of your wealth management task list to a comprehensive team
- Absolute independence and objectivity are important to you
- You have a minimum ~$2 million of assets to manage or “line of sight” to get there
- You look at your investment advisor not as a “lottery ticket” but to bring you a disciplined, “value investing” process
- And…while we can do simple, we shine in the world of coordinating sophisticated cross-disciplinary advice
Our Services
We pride ourselves in our disciplined diligence. We have created a master checklist that incorporates 660+ value-adds we review regularly for clients.
- Proactive guidance on all parts of your financial life
- Planning includes review of a 700+ item checklist to help identify blind spots
- Planning for financial independence, goals and contingencies
- Review, guidance and coaching on cash management and budgeting
- Proactive guidance on tax strategies to reduce your tax liability now and in the future Video
- Advice on investments and other assets not held with our firm
- Detailed planning and guidance on retirement withdrawals, including Social
- Security strategies
- Review of your insurance needs and assistance obtaining cost-effective coverage
- All-in-one online portal so you feel organized and can track your progress
- Complete family health care planning (includes Medicare options)*
- Access to line of credit collateralized by investments
- Outsourcing of time and stress required to do proper financial planning research
- Comprehensive estate plan design and implementation assistance
- Sophisticated asset protection strategy design and implementation assistance
- Charitable giving planning and tax minimization strategies
- Service direct from a CERTIFIED FINANCIAL PLANNER™ professional
- Behavioral coaching for heirs of significant wealth
- Proactive, multi-year tax planning strategies to help reduce your tax liability
- Assistance clarifying financial goals and exit strategies
- Ownership structure advice and strategies
- Advice on structuring operating agreements and buy/sell agreements
- Advanced executive compensation plan strategies
- Business liquidity strategies
- Single owner contingency planning
- Full and partial exit path strategies
- Intra-family business transfer and succession plans
- Behavioral coaching (to help prevent emotional decisions and financial mistakes)
- Use of disciplined valuation-based asset allocation to better manage risk Video
- Warren Buffett-type portfolio managers that put a meaningful amount of money in their best ideas
- Below average industry fees
- “Eat our own cooking” investment philosophy
- Fully diversified portfolio (including private equity, direct equity & private credit)
- Tax-efficient placement of investments
- Strategic tax loss harvesting
- Proper rebalancing techniques
- Integration of your retirement accounts (such as 401(k) accounts into investment strategy
- Outsourcing of time required to properly manage portfolio and risk
- Lower stress due to disciplined investment strategy
- Service direct from an advisor holding the Chartered Financial Analyst® designation
Planning Fees
We have a wide range of planning fees we charge. From a nominal amount for a small project to six figures for a complex, multi-year engagement (usually business owner related). Our planning fee will be based on the complexity, time and value-add involved and you will have a crystal-clear idea of what it is before we ever asked to be hired.
Investment Fees
We charge on a percentage of assets basis. Our highest fee is .97% and it scales down from there. We are happy to send you our declining fee schedule upon request. Unlike many firms, when you grow into a new tier, we charge your new, lower fee on your entire portfolio so that you don’t need to pull out a calculator to know what your fee is.
