Designed for clients looking to maximize their financial outcomes through an ongoing relationship with a senior Certified Financial Planner™ in partnership with our planning committee and investment committees.

Client Goals

Our team helps clients navigate the wealth-accumulation and income-distribution stages of life with the objective of minimizing risk and maximizing financial outcomes. We will provide ongoing planning and advice, risk management and portfolio management through a personalized and comprehensive solution. If you’re a client interested in legacy and/or charitable strategies, your advisor can help coordinate the tax, legal, and planning strategies necessary to meet your desired outcomes.


  • Comprehensive wealth accumulation planning
  • Online access to a real-time balance sheet of all your internal and external assets and liabilities
  • Strategic cash flow and income planning
  • Education funding
  • Asset management oversight/reporting
  • Tax, legal & insurance oversight/coordination
  • Charitable planning
  • Legacy planning
  • Senior relationship oversight

Fees & Minimums

The minimum investment portfolio is $500,000.

Fees are typically between 1-2% of assets under management and are inclusive of all asset management, reporting, and financial and estate planning done by all members of our firm. Clients who accumulate $1,000,000 or more in managed assets shall receive Financial Planning at no additional cost to the client. External fees such as tax preparation and legal work will be billed separately through those professionals when applicable.

Disclosure: All fees and services are negotiable. This is not designed to be a comprehensive list of fees and/or services. Please see our firm’s form ADV for a comprehensive list of services, fees, and minimums.