With many clients we offer Investment Management, we are firm believers in active management and build personalized portfolios for every client. We use a technical analysis tool that has been time tested to maximize yearly returns and give you that extra return over standard benchmarks.
Some clients just don't fit the traditional asset management relationship and because of that in the past, they haven't received the support they needed. Instead, we have built a fee-only advice platform which, depending on level, can give either help on targeted areas all the way to comprehensive financial planning support. All of this for a monthly fee, no strings attached! Get high-quality fiduciary advice where and when you want it! No need to be local or to spend hours coming into our, we have many of these relationships completely virtual!
Our Fee-Only Advice Platform
Silver
Support with adding your information
Data aggregation of all accounts
Access to monthly reports
Real person to work one on one with. (response in 48hrs)
Access to your online secure vault to all your important documents
1 basic financial planning meeting per year to discuss-
insurance needs/ asset allocation on outside held investment accounts/ additional saving strategies/ education planning.
$50/mo
Gold
Support with adding your information
Data aggregation of all accounts
Access to monthly reports
Real person to work one on one with. (response in 24hrs)
Access to your online secure vault to all your important documents
