• Entry Level Wealth Management Planning
  • Plans fully updated every 2-3 years*
  • Asset Allocation/Investment Management included on up to $250,000 of assets
  • Annual Portfolio Progress Reporting
  • Private "online Client Vault" to organize and securely store financial documents
  • Can upgrade at any time
  • Next Level Wealth Management Planning
  • Plan fully updated every 2-3 years*
  • Asset Allocation/Investment Management included on up to $500,000 of assets
  • Annual Portfolio Progress Review meeting
  • Private "online Client Vault" to organize and securely store financial documents
  • Can upgrade at any time
  • Comprehensive Wealth Management Plan
  • Plan fully updated every year
  • Asset Allocation/Investment Management included on up to $1,000,000 of assets
  • Quarterly Portfolio Progress Reporting
  • Private "online Client Vault" to organize and securely store financial documents
  • Annual credit toward legal or accounting services of $275^
  • Can upgrade at any time
  • Comprehensive Wealth Management Plan
  • Plan fully updated every year
  • Additional updates on request 
  • Asset Allocation/Investment Management included on assets of over $1,000,000
  • Quarterly Portfolio Progress Reporting
  • Private "online Client Vault" to organize and securely store financial documents
  • Annual credit toward legal or accounting services of $375^
  • Unlimited access to advisor and staff
  • Will attend all meetings with outside advisors or professionals
 

* - Changes in life circumstances that warrant updates are included at no cost

^ - Legal and accounting credits are provided for our Strategic Partners only