Integrated Wealth Services are designed to simplify the financial planning process. Our proactive approach provides peace of mind, allowing clients to focus on matters other than finance. Clients control and direct policy as their team of highly skilled CFP®s, CFA®s, CKA®s, CPAs and Attorneys work together to assist them in making timely, informed and confident decisions.
We act as a fiduciary on your behalf and fully abide by the Fiduciary Standard.
Looking for bigger and better opportunities together.
Avoid hidden costs
The costs for services are quoted in advance and in writing. No surprise fees ever.
Working efficiently together to achieve your goals in a timely and cost effective manner.
Proactively defining risk, setting & implementing goals, and optimizing outcome.
We transparently report and measure results. Helping you to make informed and confident decisions.
Integrated Wealth Services Process
FREE Discovery Interview
We define your goals, risk tolerance, and desired outcome centered around wealth enhancement, preservation, and transfer.
We present solutions where risk and reward is clearly defined. We then implement the agreed upon strategy.
We integrate and manage your financial professionals while managing risk and cost. Finally, we transparently measure results, report on final outcome, and then work together with you to define next steps.
Services Designed For Your Needs
Integrated wealth services customized for you
Designated Financial Professional
Annual Integrated Wealth Services Review
Defined Planning Goals & Outcome
Balance Sheet / Net Worth Tracking
Asset Balance Risk Assessment
Liquidity & Liability Review
Retirement, Education, and Risk Management Planning
Annual Tax and Estate Checkup
Access to Values Based and Social Responsible Investments
High Net Worth
Everything in Wealth Building PLUS:
Designated Certified Financial Planner & Service Team
Semi – Annual Meeting and Planning Review
Focused Tax Plan & Projection
Estate / Trust Protection and Review
Access to Real Estate, Lending and Venture Capital Investments
Everything in High Net Worth PLUS:
Accounting & Bookkeeping Staff
Quarterly Meetings and Planning Reviews
Financial Statements & Bookkeeping
Comprehensive Business and Tax Planning
Succession / Continuity Planning
Advanced Estate Planning
No surprises – just fixed costs quoted upfront in writing
Wealth Building – $300 per month
High Net Worth – $600 per month *
Business – $1,200 per month *
* hourly charges for bookkeeping, cash management and bill pay are on an as needed basis