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Keeping Every Aspect of Your Financial Picture

Under One Roof


FINANCIAL PLANNING | Private Real Estate  

Net Worth Advice Can't Be "Set It and Forget It"

 Most advisors limit their advice to stocks and bonds, leaving questions about taxes, real estate and small businesses unanswered. We believe a comprehensive advisor expands their knowledge base to deliver answers on your entire net worth. 

Opportunities to Grow Your Wealth Shouldn't be Limited

You’ve accumulated wealth through years of hard work and diligent saving. As you determine your long-term goals, such as financial freedom or paying for your kid’s college tuition, you need an investment strategy tailored to preserve, protect, and grow your wealth as needed.

With a mindful approach to the effect taxes have on your investments, we extend beyond the realm of stocks and bonds to find the investment strategy that works best for your specific needs.

Using real estate alongside stocks, bonds, and tax strategies, we help build net worth for our clients. 

Here’s how we do it:

  • Utilizing an Evidence-Based Investing Approach
  • Constructing Portfolios Using Proven, Risk-Based Investments
  • Continuously Monitoring Your Investments & Maintaining Liquidity When Needed
  • Focusing on Rules-Based, Low-Cost Investments
  • Incorporating Tax-Minimization Strategies

You make a statement with how and where you spend your money. Impact investing offers socially conscious investors the opportunity to align these values with their investments. Doing so allows our clients to consider their investment funds an extension of their values and charitable endeavors across diverse types of investments.

Management Fees

Comprehensive and Unbiased Net Worth Based Fee

Your financial plan is more than just the value of your investment accounts. By billing on net worth, we remove many conflicts of interest and clear the path to your financial goals.

Our net worth financial planning fee includes the cost of your personal tax return and a number of hours for tax planning and our accounting services. These hours typically exceed the time required to plan, prepare, and file annual taxes. 

Net Worth Fees

Net Worth Fee Tax Hours Included
First $10,000,000
Personal Tax Return + 5 Hours
Next $10,000,000 0.25% Personal Tax Return + 10 Hours
Above $20,000,000 0.10% Personal Tax Return + 15 Hours

Want to Grow Together? Walk the Trailblazer Path

You have a very bright future with needs beyond retirement planning. Whether it's mitigating taxes, student loan debt, prioritizing goals, or a first time home purchase, we have you covered. 

Our advice extends beyond stocks and bonds into private real estate, tax planning, and private business opportunities. Our experience in working with similar clients in the past helps us find similar opportunities and introduce ideas that have previously succeeded.

In order to deliver our level of service to exceed your needs, we've established the Trailblazer Path for growing professionals and business owners. Being mid-career entrepreneurs and professionals ourselves, we'll work with you for years to come!