top of page

INVESTMENT MANAGEMENT

COMPREHENSIVE PLAN AND 1 YEAR RETAINER (2).png
ChatGPT Image Jul 22, 2026, 12_10_32 PM.png
ChatGPT Image Jul 22, 2026, 12_10_32 PM.png

All advisory clients are offered an annual comprehensive financial plan, 401k analysis, drift-based rebalancing, and unlimited consultations.

*Effective August 1, 2026, there is a $1,500,000 minimum for new advisory clients. Householding permitted.

bottom of page