PRIVATE WEALTH

Wealth this size deserves
its own team

Who this is for

Wealth changes the questions

Private Wealth is designed for individuals and families with approximately $5 million or more in investable assets whose financial lives have grown beyond traditional wealth management. The more you’ve built, the more connected every financial decision becomes. Taxes, investments, estate planning, business interests, charitable giving, family priorities, and the legacy you hope to leave all influence one another. We help bring those pieces together into one clear strategy while coordinating with your CPA, estate attorney, and other trusted professionals.

OUR COMMITMENT TO YOU

One concierge team for all your moving pieces

Your CPA, estate attorney, banker, and investment advisor each play an important role. Our job is to make sure they’re working from the same strategy. We coordinate conversations, compare recommendations, and help every decision support the bigger picture.

The work

We coordinate planning across taxes, estate planning, investments, private banking, and healthcare so recommendations aren’t made in isolation. Your plan becomes the framework that guides every conversation.

The result

You spend less time connecting the dots between professionals and more time making informed decisions with confidence. One strategy. One relationship. One team that understands the full picture.

WHAT TO EXPECT

Where coordinated advice comes to life

Our team puts tax planning, estate planning, healthcare planning, and private banking under one coordinated team, reviewed on a set schedule instead of scattered across a handful of unconnected relationships. That is what one coordinated team makes possible.

We connect every advisor

Your CPA, estate attorney, banker, and other trusted professionals each bring valuable expertise. We help align every recommendation so your entire team is working from one coordinated strategy

We open private banking

Private Wealth clients gain access to private banking through Charles Schwab, integrated into your financial plan. Your banking relationship supports your overall strategy instead of operating separately.

We anticipate what’s next

Your strategy is reviewed throughout the year, not just when it’s time for an annual meeting. We make thoughtful adjustments as your life, goals, and financial priorities evolve.

We deliver concierge service

You’ll have a dedicated team that knows your plan, understands your priorities, and responds when you need guidance. As complexity grows, your experience stays personal, proactive, and coordinated.

Speak to our team