Get a custom financial plan by a financial advisor specialized in working with high-earning individuals so you can plan for a better tomorrow by making better decisions, today.

Our fiduciary financial advisors will create a custom financial plan to help you afford the future you dream of, designed specifically for you. A good financial plan takes into consideration every part of your financial life and, like the conductor of an orchestra, ensures they all work together in harmony.

What this all means to you is, that the plan that your financial advisor will create for you will help you to understand with confidence how…

• Much you can spend each year and still be on track.
• Much you should aim to save.
• To efficiently manage risk.
• Invest your funds for goals that are short-term and long-term.
• to think about your estate plan.
• to manage your tax plan.

…in order to achieve your financial goals as easily as possible.

At Progress Wealth Management, our financial advisors work with close business partners and attorneys to consider every aspect of your financial life so we can ensure that at every step of the way, you’re making progress towards your goals and can feel confident you’re getting the right guidance at every step of the way.

Progress Wealth Management is serving as an independent, fiduciary financial advisor to numerous high-earning households throughout the United States as a specialized financial planning expert to help these individuals achieve the financial goals they hope for. We’ve found that all these people have similar problems that are all complicated and expensive to solve. They all believe that 1% with a max fee of 12k per year is worth the professional guidance.

Learn more about what we do by scrolling down.

How We Can Help

What Your Experience Will Be Like

What to Expect From Your Initial Consultation

In your initial consultation with your new financial advisor, you should expect to be asked some open-ended questions about your goals, your past, your life today, and what concerns for the future you might have.

From there, we’d review what we can do to help you reach your goals and eliminate your concerns and how much we’d charge you for the service.

Assuming it all sounds fair, you’d typically schedule our next call at least a week out, have you fill out a new client questionnaire, and link your accounts up to our platform.

“We strive to provide our clients with a leading technological experience to make it easier for them to manage and improve their financial lives. Watch our video below and learn more about the technical experience you’d get by hiring us.”

What to Expect From Your Second Financial Planning Call With Us

Once you’ve completed this, your financial advisor will analyze all your account information, goals, circumstances, strategies, and problems and create a few different alternatives to help you improve your financial life.

In our next call, we’d review these options and find the one that you felt most comfortable with.

Once you and Progress Wealth have come to an agreement on which option makes the most sense, we’d help you implement our recommendations.

What to Expect From Our Ongoing Conversations About Your Finances

Lastly, because laws, lives, goals, and families change; you’ll need to meet up at least once a year with your financial advisor. The main reason behind this is, that all good financial planners, doctors, and dentists know that things change and it’s important to ensure the actions you take to fix the problems that come up and ensure you stay on track for happiness, staying healthy and most importantly, staying wealthy.

If this all sounds like what you’re looking for and what you need, please click on the link below to schedule your icebreaker with us. We look forward to hearing from you.

Save Time, Be More Organized & Feel Confident
That Your Financial Future is Secure

Click Here To Schedule Your Complimentary Consultation