ADVISORY
SERVICES
Personalized investment advisory services tailored to your wealth level and financial objectives. From building wealth to preserving generational assets.
ADVISORY LEVELS
Choose the advisory service level that matches your wealth stage and financial complexity
Get Wealthy
Emerging Wealth Builder
Perfect for professionals, entrepreneurs, and individuals who are actively building their wealth and seeking strategic guidance to accelerate their financial growth. This tier focuses on establishing strong financial foundations and creating systematic wealth-building strategies.
Asset Range
$250,000 - $2,000,000
Minimum Fee
$290 monthly
Advisory Fee
1.25% - 1.50% of assets under management
Meeting Schedule
Quarterly reviews + ad-hoc consultations
Ideal For:
Young professionals with growing incomes
Small business owners building wealth
Individuals preparing for major life transitions
First-time serious investors seeking professional guidance
Service Features:
Dedicated senior financial advisor with direct access
Customized investment portfolio aligned with risk tolerance and goals
Comprehensive financial plan updated annually with goal tracking
Tax-loss harvesting and tax-efficient investment strategies
Retirement planning with 401(k) optimization guidance
Insurance needs analysis and recommendations
Access to exclusive investment opportunities and private placements
Monthly performance reports and market commentary
Be Wealthy
Established High Net Worth
Designed for successful business owners, executives, and professionals who have accumulated significant wealth and require sophisticated strategies to optimize their financial position. This tier provides comprehensive wealth management with specialized expertise.
Asset Range
$2,000,000 - $15,000,000
Minimum Fee
$2,085 monthly
Advisory Fee
1.00% - 1.25% of assets under management
Meeting Schedule
Monthly reviews + unlimited consultations
Ideal For:
Successful business owners and executives
Medical professionals and attorneys
Individuals with complex financial situations
Families planning for next-generation wealth transfer
Service Features:
Dedicated wealth management team including senior advisor and wealth planner
Institutional-grade investment portfolio with alternative investments
Comprehensive financial plan with multi-generational wealth strategies
Advanced tax planning including tax-loss harvesting and municipal bonds
Estate planning coordination with trust structures and legacy planning
Business succession planning for entrepreneurs and business owners
Private banking services and specialized lending solutions
Access to pre-IPO investments, hedge funds, and private equity opportunities
Concierge-level service with priority scheduling and immediate response
Quarterly family financial education sessions
Stay Wealthy
Ultra High Net Worth Family Office
The pinnacle of wealth management services for ultra-high net worth families requiring family office-level expertise. This tier provides institutional-quality investment management, comprehensive family services, and multi-generational wealth preservation strategies.
Asset Range
$15,000,000 - $1,000,000,000+
Minimum Fee
$16,665 monthly
Advisory Fee
0.75% - 1.00% of assets under management
Meeting Schedule
Bi-weekly reviews + 24/7 availability
Ideal For:
Multi-generational wealthy families
Ultra-high net worth individuals with complex needs
Families with significant business interests and investments
Clients requiring comprehensive family office services
Service Features:
Dedicated family office team with specialized investment committee
Institutional investment platform with direct access to top-tier managers
Comprehensive family governance and next-generation education programs
Advanced estate planning with dynasty trusts and charitable giving strategies
Family office services including bill pay, property management, and concierge services
Private investment opportunities including direct real estate and private companies
Multi-jurisdictional tax planning with international expertise
Risk management including cybersecurity and family security consultation
Philanthropic advisory services and foundation management
Family meeting facilitation and conflict resolution services
Access to exclusive events, investment conferences, and networking opportunities
Coordinated professional network including attorneys, CPAs, and specialists
ADVISORY TEAM
Meet our experienced advisory professionals dedicated to your financial success
Michael Rodriguez
Senior Investment Advisor
15+ years
Portfolio Management
CFA, CFP
Sarah Chen
Wealth Planning Director
12+ years
Estate Planning
CFP, ChFC
David Thompson
Senior Wealth Manager
18+ years
High Net Worth Clients
CFA, CIMA
Jennifer Adams
Financial Planning Manager
10+ years
Retirement Planning
CFP, CPA
OUR PROCESS
A systematic approach to understanding your needs and delivering exceptional advisory services
DISCOVERY
Comprehensive assessment of your financial situation, goals, and risk tolerance
STRATEGY
Development of customized investment strategy aligned with your objectives
IMPLEMENTATION
Execution of your investment plan with ongoing monitoring and adjustments
REVIEW
Regular performance reviews and strategy refinements to ensure continued success
START YOUR ADVISORY JOURNEY
Schedule a consultation with our advisory team to discuss your financial goals and explore how we can help you achieve them