Our ConciergeAdvice program is a comprehensive and holistic wealth management offering tailored to the unique needs of each and every client. We act in the role of your Chief Financial Officer and work with you to develop a forward-looking plan to ensure your needs, wants, and dreams are met.
Available to each and every client is a comprehensive financial plan covering all aspects of a client’s financial life including retirement planning, investment planning, tax planning, estate planning, insurance/risk management, college savings planning, budgeting, cash flow planning, and more.
Each plan is tailored to the specific needs of the client. An annual update to the comprehensive plan to reflect the dynamic planning process is also included.
We offer discretionary investment management on all types of client accounts including brokerage accounts, all types of IRAs, custodial accounts, business accounts, and much more.
We use advanced risk profiling to design a portfolio that matches your unique needs and financial goals and provide on- going management of your investments.
We maintain an on-line client blog so you always know what is happening with your investments.
Risk management entails making sure your financial goals are met even if unfortunate events occur.
We develop plans to determine the needs for life insurance, disability insurance, long term care insurance, longevity risk, and retirement income risk.
We have designed the ConciergeAdvice Service with a reasonable fee based on assets under our management. This fee will be conveniently charged to any investment accounts that we manage for you.
This helps to alleviate the conflicts of interest inherit in other common pricing models.
We are fiduciaries which means that we are required by law to always place your interests above ours.
This high standard is critical in the financial services world and we have chosen to work this way since it is the only way to properly serve our valued clients.
We believe that successful wealth management firms can grow too large for their clients and no longer provide the proper level of services that clients deserve.
We will never let that happen at our firm and we are committed to closing our practice once we get to a total of 100 ConciergeAdvice wealth management clients per advisor.