Foundations - $250K to $1M
You have built meaningful momentum. Now it is time to bring structure, clarity, and coordination to your financial life. Our Foundations experience is designed to help you organize your investments, taxes, cash flow, and long-term goals into a practical plan you can follow with confidence. You receive guidance from a dedicated advisory team that helps you understand where you stand, what matters most, and what steps may help you move forward.
When appropriate, we also help coordinate with trusted outside professionals, including CPAs, estate attorneys, insurance specialists, and other centers of influence, so your financial decisions are better connected.
What You Receive
• Dedicated advisory team
• Personalized financial plan
• Investment strategy and portfolio guidance
• Retirement planning
• Tax planning coordination
• Cash flow and savings strategy
• Risk management review
• Ongoing reviews to help keep your plan aligned with your goals
Strategy - $1M to $5M
As your wealth grows, your financial decisions become more connected. Investments, taxes, estate planning, business interests, retirement income, and family goals all need to work together.
Our Strategy experience helps bring those pieces into one coordinated framework. Your dedicated advisory team works with you to identify opportunities, address inefficiencies, and create a more intentional approach to managing your wealth over time. We also help coordinate with your existing professionals or introduce you to members of our referral network when additional expertise may be helpful.
What You Receive
• Dedicated advisory team
• Comprehensive financial planning
• Customized investment management
• Tax strategy and planning coordination
• Retirement income planning
• Estate and trust planning coordination
• Charitable giving strategy
• Insurance and risk management review
• Business owner and executive planning
• Regular strategy meetings and proactive planning reviews
Stewardship - $5M to $20M+
At this level, financial decisions often involve greater complexity, more stakeholders, and longer time horizons. Wealth needs to be managed with discipline, coordination, and care.
Our Stewardship experience provides a highly tailored planning relationship built around your family, business interests, legacy goals, tax considerations, and long-term financial priorities. Your dedicated advisory team helps coordinate the moving parts of your financial life so decisions are made with greater clarity and intention. We also work alongside your existing attorneys, CPAs, and other advisors, or help connect you with professionals through our referral network when appropriate.
What You Receive
• Dedicated advisory team
• Advanced investment management
• Personal and multi-year tax planning coordination
• Tax preparation coordination, where applicable
• Legacy and wealth transfer planning
• Estate and trust coordination
• Charitable giving strategies
• Business succession and liquidity planning
• Family governance and next-generation planning
• Risk management and asset protection review
• Coordination with CPAs, attorneys, and other outside professionals
• Ongoing strategic reviews for complex wealth decisions