Financial Planning & Wealth Management Services
One team. All parts of your financial life.
We coordinate your planning, investments, taxes, and the professionals
around you, with a level of service that grows as your needs do.
Integrated advice. Focused on what matters most.
Your goals guide our recommendations. We coordinate the various aspects of your financial
life so it works together, helping you achieve those goals and retire with confidence.
A relationship designed around your needs.
Every client receives personalized financial advice and a dedicated advisory team. Our relationship models are designed to provide the right level of planning, coordination, and ongoing support based on the complexity of your financial life, and the level of ongoing support that’s right for you.
Whether your needs are straightforward or highly complex, we’ll recommend the relationship that’s right for you.
COMPASS
Foundational Guidance
Like a reliable compass at the start of a journey, this relationship provides clear direction and confidence as you build momentum.
- Annual plan update to keep your goals on track
- Investment management built around your plan, time horizon and risk tolerance
- Recommendations on held-away assets (like your 401(k))
- Educational support as questions arise
HORIZON
Collaborative Partnership
A collaborative planning partnership designed for clients who need ongoing advice and proactive guidance.
- Everything in Compass
- One to two proactive planning touchpoints each year, beyond your annual update
- Deeper coordination on tax, cash flow, compensation, and life transitions
- Comprehensive insurance review
- Ad hoc meetings as planning needs arise
SUMMIT
Signature Service
Concierge-level partnership with strategic oversight, anticipating opportunities and providing exceptional attention throughout the year.
- Everything in Horizon
- Quarterly meetings
- Dedicated tax strategy coordination (spring and fall, with your CPA)
- Estate planning coordination
- Business and executive compensation planning, as applicable
As a fee-only fiduciary, we're compensated only by our clients, not commissions or product sales. Our fees are transparent, competitive, and based on the level of planning and ongoing support you need.
Clarity. Coordination. Confidence.
We bring clarity to your goals, coordinate the various aspects of your financial life, and
help you move forward with confidence.
Financial Planning
A goal-based plan that guides every other decision.
Investment Management
Low-cost, tax-aware portfolios built around your goals, not stock picks.
Retirement & Risk Planning
Helping you build, preserve, and enjoy the retirement you're working hard to achieve.
Tax Planning
Year-round tax strategies coordinated with your long-term financial plan.
Estate & Legacy Planning
Coordinated planning for the people and causes you care about.
See how the pieces of your financial life fit together.
Not sure where you fit? Let's figure it out together.
A short conversation is the easiest way to find your starting point. We’ll
learn about your situation and recommend the level of support that
makes sense today.
