Expert Advice
Individualized, Client-Oriented, Independent

Our clients range from 20-something entrepreneurs to 40-something executives to 80-something enjoyers of life. We help them navigate topics such as pre-IPO stock options, executive compensation packages, estate strategies, college planning, tax-optimization analysis, and more with confidence and care.

In short, we work with clients at every stage of life, and we do so under either of the following arrangements:

Ongoing Financial Management
This is our core service, designed for people who value comprehensive financial planning, individually-tailored asset management, investment performance monitoring, and ongoing assistance from a trusted advisor. In most cases, the annual fee begins at 0.95% of assets under management and decreases as asset size increases. Clients under this arrangement typically have at least $1M of assets to be professionally managed.
Stand-Alone Consultations
With limited availability, we offer stand-alone consultations for people who are interested in a shorter-term engagement. Our hourly rate for this type of assistance begins at $400 per hour, with a two-hour minimum. For clients interested in having a broader Financial Plan developed that they can then execute on independently, the cost generally ranges between $4,000 and $8,000, depending on the level of complexity.