Wealth Management and Financial Planning
- Starts at 1% of the account value that we’re managing for you using our innovative and tax-sensitive approach to investment management.
- Our fee gets lower as your money grows
- No minimums
- All the time you need with your dedicated financial planning expert to help you at every step of the way.
- For most clients, this also includes:
- Tax Preparation
- Financial Coaching and Behavior Change
- Estate Document Preparation through Trust and Wills
- Ongoing Holistic Financial Planning so you know that you’re preparing for your future in the most effective way
- For most clients, this also includes:
If this sounds fair, but you’d still like to learn more, click here to schedule our first appointment or call us at (425) 577-0660.