One service. One fee. Everything you need.
Comprehensive Wealth Management includes financial planning and investment management for one transparent, flat quarterly fee.
Comprehensive Wealth Management
One service. One fee. Everything you need.
Comprehensive Wealth Management includes financial planning and investment management for one transparent, flat quarterly fee.
What’s included
Integrated Financial Planning
From retirement strategy and tax planning to Social Security, healthcare and legacy – your entire financial life mapped out and maintained.
Professional Investment Management
Your portfolio designed, managed, and monitored by experienced advisors who understand how your investments serve your life.
A Flat Quarterly Fee
Unlike traditional AUM advisors, our fees don’t change as your assets increase. So the only person who makes more money when your investments grow is YOU!
What guides us
You're not a spreadsheet—you're human
Financial decisions are emotional. Your plan should honor that, and your portfolio should support the life you’re building.
Simplicity wins
Low-cost, globally diversified portfolios. Clear, actionable plans. No unnecessary complexity. Just straightforward guidance you can understand and act on.
Markets reward patience
We help you stay disciplined and focused on the long term — even when emotions run high or headlines get noisy
Clarity creates confidence
We believe financial advice should be transparent, not confusing. That’s why we offer flat-fee pricing that minimizes conflicts of interest.
Planning is a framework, not a crystal ball
Life doesn’t follow a script. A flexible plan helps you prepare, adapt, and pivot with confidence — no matter what comes next.
Purpose drives everything
Your money should reflect what matters most to you. We help you use your resources with intention — so your financial life aligns with your values.
How we work together
Discovery
We start by getting to know you and your current financial situation. We’ll review your accounts, income, expenses, and current plan.
Before the Numbers
We explore your relationship with money, your values, and what you want your financial life to support. This is where we craft your Statement of Financial Purpose.
Financial Framework
We build your retirement income strategy, map out cash flow, and stress-test your plan — so you can see exactly what your retirement paycheck will look like.
Investment Strategy
We design and implement your portfolio—aligned with your plan, your risk profile, and your goals.
Protect and Optimize
We address taxes, insurance, and estate planning—the pieces that protect your wealth and optimize your legacy.
Your Financial Co-Pilot
Your plan is built. Now comes the best part: living it. We meet regularly to make sure your plan evolves with your life—keeping your eyes on the road ahead, not the rearview mirror.
Pricing
Our comprehensive wealth management is delivered for a flat fee of $2,450 per quarter
What's Included
Integrated financial planning
Investment management
Ongoing guidance and support
Unlimited access to your advisors
Your fee may adjust annually with inflation (CPI-U) to reflect the rising costs of services and to ensure the sustainability of our practice and our ability to continue delivering exceptional service.
Special circumstances: This fee structure works for most clients, though more complex situations—such as business ownership, taxable estates, or intricate family dynamics—may require adjusted pricing to reflect the additional expertise and coordination involved. We’ll discuss this during our initial conversations.
What do our clients think about working with us?
These clients have not been paid or received any compensation for providing testimonials, and there are no material conflicts of interest.
Just some of the situations we help with
The Foundation Builders
Maya & Peter
Maya and Peter are financially stable, but growing wealth brings complex choices around housing, college savings, estate planning, and investments.
The Strategic Structurers
Chris & Monica
Chris and Monica are doing well and saving steadily, but with kids in school and college, they’re now weighing tuition, retirement moves, and long-term flexibility.
The Transition Testers
Mark & Jenna
Mark and Jenna are eyeing major life changes, including career shifts, travel, and honoring a philanthropic pledge—all while considering a drop in income.
Living the Plan
Noah & Avery
Noah and Avery are excited to retire but overwhelmed by pension choices, rollovers, Social Security, Medicare, and replacing their paychecks.
Refining Life and Legacy
Eleanor
Eleanor is financially secure but seeking simplicity through downsizing, giving during her lifetime, and ensuring her plans reflect her values and are clear to her family.
Helpful Takeaways
Services & Fees
A full menu of our services, our prices, and how it all fits together.
Are you ready to take control of your financial life?
Schedule your free introductory call to see if Comprehensive Wealth Management is right for you.
- Share your situation and what you’re hoping to accomplish
- Learn how we work and what’s included
- Decide if we're the right fit and determine the best path forward