We're in this together.
A collaborative wealth management experience where
we do the heavy lifting.
The Wealth Solution
Trying to piece together a plan on your own with advice from different professionals who have never met each other can be a frustrating and time-consuming process. And knowing if you're on the right track can be nearly impossible.
Our solution is designed for clients who desire a single source for the creation, implementation, and management of a holistic financial plan that integrates and coordinates the recommendations of all new and existing advisors.
Clients who choose this solution are provided with a variety of services that include:
On-demand financial services with priority scheduling and service requests
Macro-management of personal finances working with new or existing advisors
Up to 4 annual meetings in person or online with other advisors as needed
Up to 1 family governance meeting per year with important family members and other advisors
Personal financial management website to help organize and monitor personal finances