Unlike many financial advisors who charge a 1% asset under management fee, we operate on a flat fee advisory model. The annual fee model begins at $5,000, which includes filing personal federal and state tax returns.

We are committed to providing personalized financial advice tailored to each client's individual needs. We first build your financial strategy which includes your concerns and preferences, then we develop the investment strategy to carry out the goals and objectives of the financial plan. Our recommendations are custom, ensuring that we meet your specific financial goals rather than providing a one-size-fits-all approach.

We believe that everyone should have access to sound financial advice, hence we do not impose a minimum wealth requirement. However, our services are most beneficial for those with at least $500,000 in assets or $350,000+ in annual income.

Individuals looking to accumulate wealth need to integrate multiple facets effectively. It involves strategic investment planning, tax optimization, and comprehensive financial strategy to maximize your wealth accumulation.

Cash and treasury management has been shelved since 2008 due to the low interest rate environment, but businesses can now earn +5% on operating cash reserves. We implement a laddered strategy which provides daily liquidity, high rates, and U.S. Department of the Treasury-backed security.

Our wealth management services provide a holistic approach to managing your wealth. We offer customized financial strategy, investment management, retirement planning, and tax planning strategies tailored to your concerns and priorities.

Yes, we advise clients on all aspects of their financial life including equity compensation, employer retirement plans, and real estate without the need to consolidate your investments. We use Morningstar data aggregator to ensure your financial accounts are all working together towards your financial objectives.

We provide personalized investment advice based on your goals, risk tolerance, current assets, tax strategy, and investment horizon. We utilize various types of investments including individual stocks, bonds, mutual funds, index-ETFs, and alternative investments.

Our services for pre-retirees focus on wealth accumulation and transition planning for your retirement. We help you create a retirement income plan, build and implement the financial strategy through your investments, and provide advice on Social Security and Medicare.

Yes, we advise and assist clients in selection of your pension options to ensure you're making the most of your retirement benefits.