Services — Fee‑Only Wealth Management & Retirement PlanningSkip to main content
Accessibility & support: Call (555) 789‑WISE | [email protected]
Schedule: Complimentary 45‑min consultation →

Services, Practiced with Purpose

We turn uncertainty into clear plans—fee-only advice, measurable outcomes, and a 45‑minute complimentary consultation.

In-person or secure virtual meetings; fiduciary pledge & 30‑day satisfaction guarantee.

Schedule Your Free ConsultationDownload the Wealth Building Blueprint (PDF)

Flagship Offerings

Comprehensive Wealth Management

Personalized portfolios, ongoing monitoring, risk alignment.

Pricing: Fee-only (AUM ~1% for <$1M; tiered discounts available).

CFA/CFP/CPA team • Fiduciary pledge • 2024 Excellence Award.

Request a Service-Specific Consultation

Strategic Retirement Planning

Projections, tax-efficient withdrawal strategies, Social Security optimization.

Pricing: Included via AUM or fixed-fee planning options.

Case studies show earlier retirement with reduced risk.

Download Retirement Readiness Checklist (PDF)

Estate Planning & Legacy Building

Tax-minimizing transfer strategies and charitable legacy planning.

Pricing: Fixed-fee planning or integrated advisory services.

Client testimonial: successfully navigated complex estate transfers.

Request Estate Strategy Consultation

Education Funding Planning

529 planning and tax-advantaged strategies for college savings.

Pricing: Part of advisory or standalone fixed-fee planning.

Start an Education Plan

Hourly & Fixed-Fee Consulting

$350 per hour consulting; comprehensive plans start at $2,500.

30-day satisfaction guarantee • Fee Transparency Guarantee.

Buy Fixed-Fee Plan Info PDF

Comprehensive Wealth Management

Personalized portfolios aligned to your risk and life goals. We provide ongoing monitoring, rebalancing, and fiduciary stewardship to help you achieve long-term outcomes.

Fee-only; approximately 1% AUM for accounts under $1M with tiered discounts for larger portfolios. Fee Transparency Guarantee: fees disclosed in writing before engagement.
  • Proof CFA/CFP/CPA credentials on team
  • Proof Ongoing monitoring & rebalancing
  • Award 2024 Excellence in Wealth Management
Schedule Wealth Management Consultation

Strategic Retirement Planning

Projections, tax-efficient withdrawal strategies, and Social Security optimization to help you retire on your terms.

Pricing: Included via AUM fee or available as fixed-fee planning options.

Download Retirement Readiness Checklist (PDF)

Estate Planning & Legacy Building

We coordinate tax-minimizing transfer strategies and charitable legacy planning to preserve your values across generations.

Pricing: Fixed-fee planning or integrated advisory services depending on scope.

Request Estate Strategy Consultation

Tax Optimization Strategies

Asset location, tax-loss harvesting, and CPA coordination to improve after-tax returns.

Ask About Tax Optimization — Book

Education Funding Planning

529 planning and tax-advantaged strategies to help families prepare for education costs.

Start an Education Plan

Hourly Consulting & Fixed-Fee Plans

$350 per hour consulting; comprehensive financial plans starting at $2,500. Fixed-fee plans include a 30-day satisfaction guarantee with written fee transparency.

Understanding Advisory Fees (PDF)

Real results, named outcomes

Late-career catch-up: portfolio up 35% while reducing risk

Late-career catch‑up: portfolio +35% while reducing risk

Read story PDF
Young couple early retirement plan success

Young couple: early retirement pathway with measurable milestones

Read story PDF
Widow’s financial restructuring and preservation

Widow’s restructuring: preserving legacy and cashflow

Read story PDF
CFP
CFA
CPA
2024 Excellence in Wealth Management
Top 10 Regional Firm
Fee‑Only • Fiduciary Pledge • 30‑Day Satisfaction Guarantee • 256‑bit encryption • View Full Guarantees & Policies

What to expect in your complimentary 45‑minute consultation

  1. 1

    Listen

    Tell us your story — timelines, goals, worries.

  2. 2

    Clarify

    We translate priorities into options.

  3. 3

    Plan

    We outline next steps & fee structure.

  4. 4

    Begin

    Book follow-up and receive a secure intake packet.

Schedule Your Consultation

Wealth Building Blueprint

45-page guide with actionable steps to grow and protect your wealth.

Most requested
We send a secure intake packet when you book; responses within one business day.

Retirement Readiness Checklist

A concise checklist to assess retirement preparedness.

Download — no email

Understanding Advisory Fees

A plain-language brochure explaining fee-only pricing and examples.

Download

Frequently asked questions

We are fee-only: no commissions. Fees are disclosed in writing before engagement. Typical AUM fees are approximately 1% for accounts under $1M with tiered discounts for larger portfolios; hourly and fixed-fee options are also available.
We listen to your goals and concerns, clarify priorities, outline recommended next steps and fee structure, and provide a secure intake packet for new clients.
We use secure video conferencing, encrypted storage, and redundant servers. 256-bit encryption is used for client data; we do not sell client data without consent.
For fixed-fee planning, clients may request a full refund within the first 30 days if dissatisfied. Fees and terms are documented in writing.
We offer secure virtual meetings, digital intake packets, and a client portal to collaborate nationwide.
Still have questions? Contact [email protected]

Ready to translate your money worries into a clear plan?

Book your complimentary 45‑minute consultation.

Schedule Your Free Consultation
Office: 485 Financial District Boulevard, Suite 1200 • (555) 789‑WISE • [email protected]