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Bring recent investment statements, tax returns, insurance policies, and any estate planning documents you have. It also helps to prepare a list of your financial goals and questions you would like to ask. The more information you provide, the better we can assess your situation.

Yes. We offer a complimentary initial discovery call for all prospective clients. This no-obligation meeting allows us to understand your situation, discuss your goals, and explain how we can help — all at no cost to you.

Our wealth management services typically require a minimum of $500,000 in investable assets. However, we are happy to discuss your specific situation during a discovery call, as we can often accommodate clients who are building toward that threshold.

We charge a transparent, asset-based advisory fee calculated as a percentage of assets under management. Our fee schedule is tiered and decreases as your portfolio grows. We do not earn commissions or receive compensation from product providers.

We conduct formal portfolio reviews at least quarterly and comprehensive financial plan reviews annually. Between meetings, we are available by phone or email whenever questions arise. We adapt our communication frequency to your preferences.

You do not need to know — that is what the discovery call is for. During our initial meeting, we will listen to your situation and recommend the services that best fit your needs. Whether it is portfolio management, retirement planning, tax strategy, or comprehensive wealth management, we will connect you with the right advisor on our team.