Frequently Asked Questions

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1. By strictly limiting the number of clients we serve, we ensure clients receive the expertise and attention that massive, volume-driven firms simply cannot offer.

2. We are a private, boutique partnership that offers a replacement for the traditional management fee with a performance-first model. This ensures we only charge fees when your accounts reach an all-time high. 

3. Our private wealth office is a modern, all-encompassing advisory firm that includes complimentary tax preparation and exclusive private investments. We take on the financial complexity to simplify the financial lives of our clients.

Absolutely. We are a full service financial firm established as a private wealth office. We specialize in tax strategy.

Yes! Our team and partners have a culmination of 50+ years of accounting experience. 

In most cases, it is a completely complimentary service for our financial planning and investment management clients.

Many believe the traditional AUM (Assets Under Management) model places no accountability on the advisor, and we agree. Too often, financial advisors continue to charge fees regardless of their investment performance.

Our qualified clients choose their fee model. We accommodate those that prefer the traditional AUM fee model. We also offer a High-Water Mark model, meaning we only charge a fee when your account hits an all-time high.

Please schedule a call or view our Form ADV below for additional information on our fee options.

Absolutely. While we offer in-house tax prep and strategy, we often act as the "hub" for your other professional relationships to ensure everyone is working from the same playbook. Our goal is to simplify your life, not replace your trusted partners.

Yes, we have a decade of experience working across all asset classes.

Our qualified clients also gain exclusive access to institutional-grade private equity, private credit, and real estate opportunities often unavailable to the general public. These private deals can be a valuable tool to achieve the goal of growing your portfolio while lowering correlation to more traditional asset classes.

Unlike most advisory firms, our portfolios are customized to each individual client. We only introduce the level of risk to the portfolio that is within your risk tolerance and is necessary to achieve your financial goals. Our fee structure is designed to reward meaningful progress, not volatility.

Please consult our Form ADV for additional information.

While we make independent, fully discretionary investment decisions, all client assets are held with Charles Schwab, a major, third-party institutional custodian.

You always have full access to your accounts, and can review anytime through a dedicated portal with Charles Schwab.

No. However, our family office model does limit our total amount of clients. Because of this, we are selective with who we take on as a client to ensure we can provide the necessary level of service. 

We invite you to schedule a consultation to see if your goals align with our tax-sensitive, performance-first model of financial planning. Because our capacity is limited, we only accept new clients when we are confident we can make a significant impact on their financial life.