The terms “wealth advisor” and “financial advisor” are often used interchangeably, but they have distinct differences in scope and services. A financial advisor is a broad term for professionals who help clients manage their money. A wealth advisor is a specialized financial advisor who provides comprehensive wealth management services for high-net-worth individuals, business owners, executives, or families with complex financial needs. This includes in-depth investment management, estate planning, tax strategies, retirement income planning, and financial planning for individuals going through high-net-worth divorce.

We are fee-based advisors. We charge a fee for financial planning and investment management, which is deducted from the accounts under management. In some cases, we recommend alternative investments or insurance, where the fee does not come out of assets under management. In those cases, we are compensated based on a commission paid by the company providing the product. We discuss our fees in detail during the first meeting because we prioritize transparency.

The wealth advisors in our group are highly credentialed professionals with extensive experience in financial planning, wealth management, and estate planning. Our team members hold the following designations:

• Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), can provide a comprehensive financial planning and investment strategies.
• Chartered Life Underwriter (CLU®), specializing in insurance and estate planning.
• Certified Divorce Financial Analyst (CDFA®), allowing them to navigate the financial complexities of divorce.

Additionally, some of our advisors hold advanced degrees, including:

• Juris Doctor (JD), providing a strong foundation in estate planning.
• Master of Business Administration (MBA), equipping them with advanced business and financial management skills.

These diverse qualifications enable us to offer well-rounded, strategic guidance tailored to our clients’ unique financial needs.

Yes! We work with clients nationwide, providing comprehensive financial planning and wealth management services regardless of location. Through secure virtual meetings, phone consultations, and digital financial tools, we offer the same high level of personalized service to clients across the country. Whether you’re local or in a different state, we are equipped to help you achieve your financial goals.

Our client asset minimum is $500,000, which includes all investable assets such as retirement accounts (401(k)s, IRAs), deferred compensation plans, and equity compensation plans. If you’re unsure whether you meet the minimum, we’re happy to discuss your specific situation and explore how we can help.