Personal Wealth Management
Personal wealth comes in many ways. Whether it be an inheritance, a one-time financial event, insurance proceeds or the gradual, hard-earned process of saving for future needs, this wealth should be grown and protected. After constructing a financial plan to provide for your various financial goals and dreams, we will design, implement and manage a globally-diversified, low cost and tax-efficient portfolio. This service is provided on an ongoing fee-only (non commission) basis in order to align your interests with ours and reinforce the long-term process of building personal wealth. Personal Wealth Management is billed according to assets under management, with the fee coming directly from the managed account.
We partner with Dimensional Fund Advisors, a global investment firm, managing over $548 billion in assets to provide our Personal Wealth Management services.
Accounts are custodied at TD Ameritrade Institutional, a company providing comprehensive brokerage and custody services to more than 4,000 fee-based, independent Registered Investment Advisors (RIAs).