facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Wealth Architect

Plan | Build | Live

Cohesive Financial Planning
For Early Wealth Generators

Does This Sound Like You?

As a young professional, business owner or tech entrepreneur, you’re dedicated to building your craft. In doing so, you’re driven to continue generating wealth while balancing time with family and to pursue other passions. Whether you’re aiming to manage your cash flow, save for your children's education or eventually afford a vacation home, the Wealth Architect service offering may be right for you.

The Wealth Architect Service

This offering entails an in-depth process to understand your life and wealth picture. After defining specific goals together, we’ll orchestrate an all-encompassing plan to bridge the gap towards your vision.

What's Included

Comprehensive Financial Plan

Designing a coordinated wealth strategy fit for you and regularly modifying as necessary

Investment Management

Developing, implementing & maintaining a portfolio personalized to your desired level of risk & long-term goals

Continuing Relationship

Ongoing communication and assistance as your life transforms—and your wealth grows

Take the First Step with a Complementary Analysis of Your Investment Portfolio

What’s Your Risk Number?

Wealth Architect Service Cost

Initiation Fee:$850
Annual Fee:$2k - $4k

AUM Fee Schedule

Account Value

Annual Advisory Fee

$0 - $1,000,0001.00%
$1,000,001 - $3,000,0000.85%
$3,000,001 - $5,000,0000.75%
$5,000,001 and Above0.50%

Curious if the Wealth Architect Package is Right for You?

Let’s Talk