Your Team, Your Goals
Case Studies | Investment Approach | Technology | Pricing
Build your financial roadmap with your ultimate life goals in mind.
This Week
- Determine if an Advisor suits your needs.
- Meet your advisory team.
- Discover how intelligent financial practices can benefit you.
1 month
- Get a comprehensive overview of your finances.
- Identify the objectives you aim to achieve.
- Get a custom, step-by-step roadmap that simplifies your progress
6 months
- Begin the journey towards your objectives.
- Acknowledge and celebrate your initial successes.
- Observe the growth of your savings.
- Receive proactive advice and support as your financial life and your goals change.
1 year +
- Adjust your goals as your life evolves.
- Measure your advancement towards goals and budget management.
- Enhance the sophistication of your financial strategy.
Case Studies – Everyone Can Benefit From Expert Financial Advice
Money Conflicts Before Marriage
Managing a surprise cash infusion
Equity Compensation & Cryptocurrency
Variable income as a small business owner
Early retirement planning
Dealing with finances after divorce
Custom Wealth Management – Built Specifically With Your Goals & Current Circumstances In Mind
We think cookie-cutter portfolios aren’t good enough for most investors. Instead, we focus on building our client’s ultra-tax sensitive investment strategies, tailored to their personal goals, risk tolerance, values, career situation, and concentrated wealth.
New to investing? When the time is right, we’ll help you get started and make sure you know the advantages and nuances.
We don’t shy away from discussing alternative investments if they’re the right fit for your portfolio.
ESG
Environment, social, and governance investing.
Private Equity
Investing in non-publicly traded investments.
Real Estate
Owning investments in real estate.
Our industry-leading tech is reshaping what client-first financial planning should look like.
Giving you A Holistic View
Track all of your assets, investments, your budget, and your financial plan with industry-leading technology. Partner with your advisor who’ll help you stay on budget and on track.
Helping You Reach Your Goals More Easily
With our tech and your financial planners’ help, you’ll be able to visualize progress, test economic scenarios, and complete tasks to improve your chance of reaching your goals.
It Goes Beyond investing
With our tech and your financial planners’ help, you’ll be able to leverage tools to help with debt management, estate planning, budgeting, insurance analysis, tax estimates, and more.
Benefit from an unparalleled level of service at every price point.
Our Unique Model
Investment Management + Financial Planning
The cost of hiring Progress Wealth Management to help you invest your savings and plan for the future.
- Our Investment Management Starts at 1% and has a max fee of 15k per year.
- This includes everything you could need to make reaching your financial goals simpler, easier, and more digestible.
- We’re strong proponents of the idea that investing should be boring, empirical, custom, and conservative so if you’re looking for someone who’s going to try and tell the future, you’re not at the right place (no one ever has done this well and no one ever will).
Financial Planning Only – No Investment Management
Our pricing for one-time plans ranges from $2000 – $6,000 based on the complexity of your circumstances and the amount of work we believe is required.
Our clients who only want to work with us for 1 month are charged $2000. This is reserved for simpler circumstances.
For year-long engagements, our fees range from $3000 – $6000 depending on the complexity and time required.
What would your investment fee be?
Annual Advisor Fee
$0.00
Billed as a quarterly fee
$0.00
Estimated Advisor Value
Study Quantifying Advisor Value | Quantified Advisor Value | Estimated Value of a Planner After 1 year | Estimated Value of a Planner After 3 years | Estimated Value of a Planner After 10 years |
---|---|---|---|---|
Envestnet Capital Sigma | 2.93% Annually | $0.00 | $0.00 | $0.00 |
Morningstar Gamma | 1.59% Annually | $0.00 | $0.00 | $0.00 |
Russell Value of an Advisor | 4.83% Annually | $0.00 | $0.00 | $0.00 |
Vanguard Advisor Alpha | 3.00% Annually | $0.00 | $0.00 | $0.00 |
Vanguard Human Alpha | 5.00% Annually | $0.00 | $0.00 | $0.00 |