Want a Free Wealth Builder Assessment?

You should consider working with our firm if you want to:

• Grow wealth strategically with a clear, tax-aware plan.

• Cut lifetime taxes through proactive planning, not just at year-end.

• Invest smarter with evidence-based strategies instead of guesswork.

• Stay on track with a team that monitors markets and adjusts your plan as conditions change.

• Save time and stress by having experts manage the details so you can focus on your career, family, or business.

You can explore how we help clients like you by reviewing our case studies or reading insights on our blog.

There are three key differences that set us apart:

1. Personalized Planning – We don’t give you a cookie-cutter portfolio. We design a plan around your goals, tax picture, and timeline.

2. Tax + Investment Integration – Most firms focus only on investments. We integrate financial planning, tax strategy, and portfolio management so every decision compounds.

3. Team-Based Approach – Instead of a single advisor, you get our entire advisory team monitoring your plan, so nothing falls through the cracks.

Other firms may offer low-cost portfolios or one-off advice—but few combine planning, tax efficiency, and investment management under one roof. That’s why we offer a Free Wealth Builder Assessment™—so you can see firsthand if our expertise matches your goals.

Yes. We work with business owners across the U.S. on exits of all sizes and timelines.

• Nationwide delivery: Strategy and valuation calls via secure Zoom.

• Secure document sharing: Encrypted portal and MFA-protected data room.

• Partner-friendly: We coordinate with your CPA, attorney, and other advisors—and bring our own experienced team to the table.

• Time-zone flexible: We schedule around your calendar and deal milestones.

Ready to explore fit? Schedule your Free Wealth Builder Assessment™and we’ll outline next steps.

It only makes sense to hire an advisor if the value we provide exceeds the cost.

The time and stress saved by having an experienced wealth team—combined with tax savings and smarter investment decisions—should more than offset our fee.

Our transparent fee covers ongoing financial planning, tax-aware investment management, and proactive strategy updates.

The blended advisory fee is based on the assets we manage:

• 1.00% on the first $1,000,000

• 0.90% on amounts between $1M and $2M

• 0.75% on amounts between $2M and $5M

• 0.50% on amounts over $5M

This is our only form of compensation—we never take commissions, kickbacks, or hidden revenue.

We do our best work with clients who want a comprehensive, long-term relationship—not just a quick project. Wealth building isn’t a one-time exercise; it’s an ongoing process that requires monitoring, rebalancing, and tax planning.

Because of that, our firm does not offer an hourly or one-time project fee. Instead, our fee is structured as a transparent percentage of the assets we manage, so our success is fully aligned with yours.

If you’re looking for a one-off project, there are firms that may be a better fit. But if you want a team dedicated to growing and protecting your wealth year after year, we may be the right partner.

For safety, convenience, and transparency, we use Altruist—a fast-growing independent custodian—to hold client assets.

Altruist is built on modern, secure technology and provides a streamlined client experience. Through their platform, you can view accounts 24/7, track performance, and access reports anytime.

All accounts are SIPC-protected and backed by FDIC insurance for cash balances, giving you confidence your wealth is safe and accessible.

We chose Altruist because they combine security, speed, and ease of use—allowing you to open accounts quickly, transfer funds smoothly, and focus on your financial goals instead of clunky systems.