We view Wealth Management as the balanced combination of professional investment management and personalized and ongoing financial planning.

Family Office Services

Above $5 Million

Integrated financial, tax and estate planning

CFO gatekeeper to outside investment proposals

Customized investment portfolios

Comprehensive consolidated reporting of all assets

CEO relationship oversight

*SV Prosperity concierge services

Private Wealth Management

$1 to $5 Million

Coordinated financial, tax and estate planning

Portfolio Management

Access to SV Prosperity at reduced hourly rate

Senior Relationship Manager

 

Planning & Asset Management

No Minimum Asset Level (Hourly, Flat Fee, and asset based pricing options)

Financial planning

Investment Allocation

401K|403B plan and allocation

Model Portfolios

 

 *Auto buying program, technology support, customized trip planning, bill pay, asset purchases, private events, family education, art and fine wine consulting, and lifestyle expense management (partial list)