We do not have an "asset minimum," or minimum wealth requirement to work with us.
What we do require is a certain mentality, which often takes one of these three forms:
"Wealth management" looks radically different from one family to the next. The term covers a wide array of services that, while distinct, often overlap and change depending on the circumstances.
So it is a little bit artificial for us to make a list of different "products" or "packages" that we offer - good financial planning rarely works that way. That said, most of what we do for our clients breaks down into four main areas of impact:
We make a custom, dynamic roadmap of your income sources – paychecks, property income, equity earnings and everything else – and help you decide how best to spend or save them.
Looking ahead to the potential tax impacts of your various spending and saving options, and making sure you don't end up paying any more in taxes than you absolutely have to.
Determine how much you need to maintain your current lifestyle – when to start taking Social Security, how to sequence your withdrawals, titling your assets, etc.
If you expect your wealth to outlive you, then we will help to ensure it has the greatest possible impact – both for you right now and for your loved ones in the years to come.
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