Services

Flexibility is built into our practice. We provide three distinct service offerings, depending on client needs.

Ongoing Wealth Management

Ongoing Wealth Management
(Most of our Clients)

Portfolio management and unlimited, proactive, comprehensive financial planning on any details related to your finances. Concierge-level service priced below the national average, even among firms that solely offer asset management.

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Limited-Term Engagement: Project

Limited-Term Engagement: Project

Limited-term engagement for a fixed project-based fee, typically for a comprehensive evaluation of your financial situation.

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Limited-Term Engagement: Hourly

Limited-Term Engagement: Hourly

Limited-term engagement for an hourly fee, typically for an evaluation or second opinion of only part of your financial situation.

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Abundance manifests as money and possessions. It also manifests as health, love, happiness, and peace of mind.

Remez Sasson