Working Together

Getting Started

Our Wealth EDGE Process

The Wealth EDGE Process was designed for clients to receive the highest level of service matched with an unparalleled client experience.

Explore. Design. Guide. Evolve.

It prioritizes what you can expect each step of the way as we work together to create your path for long-term financial success.

  • Step 1 - Explore

    We want to learn what is important to you, as well as what is keeping you up at night. We’ll review our Wealth EDGE Process and philosophy so you know exactly what to expect.

  • Step 2 - Design

    We will work together to create your personal financial blueprint leveraging our technology. We’ll prioritize your goals and discuss where you are now, and where you want to be.

  • Step 3 - Guide

    Next, we will go over the specific strategies and various solutions to implement for your plan. This culminates from extensive collaboration, communication, and research.

  • Step 4 - Evolve

    The most important part of our process is being an ongoing, strategic partner. We will meet regularly and keep each other informed of any new life events to ensure your plan is still on track for success.

Ready to get started? Let’s Talk!

Costs to Partner with Us

We believe in simple, transparent costs with our fee structure. Our firm is fee-only, which means we are not paid by commissions, sales, or transaction charges. We never receive compensation for investment product recommendations or professional referrals.

PLANNING SERVICES (Financial, Retirement, and Tax Strategy)

There is a flat fee for planning services that is based on complexity, starting at $2,000 per year.

There is no minimum asset requirement for our planning services.

This fee is broken down and paid quarterly via bank account (ACH).

INVESTMENT MANAGEMENT

Investment advisory fees are based on a percentage of assets under management.

These fees are also broken down and paid quarterly.

Clients with $250,000 or more in managed assets receive planning services at no additional charge.

Annual Fee - Account Value

1.25% - Up to $250,000

1.00% - $250,000 - $1,000,000

0.75% - $1,000,000 - $5,000,000

0.50% - $5,000,000 and above