Services
The right guidance for every stage
Whether you're building your first emergency fund or managing multi-generational wealth, we have a service tier designed for your situation.
Which tier is right for you?
Answer a few questions and we'll suggest a starting point.
How much do you have saved and invested?
Do you own a business?
What's most important to you right now?
Ignite
Financial Intelligence for Everyone
You're building your financial foundation. Whether you're just starting out or catching up, we'll help you master the fundamentals and build lasting wealth habits.
Financial Health Assessment
Your complete financial picture in 20 minutes
Monthly Insights
Personalized recommendations as your life changes
Quarterly Advisor Call
Real human guidance on your progress
Goal Tracking
Watch your financial goals come to life
Ascend
Comprehensive Wealth Management
You're actively building wealth. A dedicated advisor helps you optimize every account, every investment decision, and every major life transition.
Comprehensive Financial Plan
One integrated plan across all accounts
Tax-Aware Investing
Every investment decision optimizes for taxes
Dedicated Advisor
Available for major decisions and life events
Estate Planning Coordination
Alignment with your attorney and overall strategy
Architect
Business Owner Wealth Management
You've built something significant. Now let's protect it, grow it, and plan for the exit you want. Business valuation, exit planning, and personal wealth — one comprehensive strategy.
Business Valuation & Exit Planning
CEPA-certified exit planning with comprehensive analysis
Personal Wealth Integration
Business wealth + personal wealth coordinated in one plan
Key-Person Insurance
Coverage analysis and recommendations
Succession Planning
Transition to family or employees, fully coordinated
Legacy
Multi-Generational Wealth Management
You've built substantial wealth. Now the complexity lies in protecting it, optimizing taxes, and passing it on thoughtfully to the next generation.
Multi-Generational Planning
Planning spanning 3+ generations with separate modules per family member
Family Governance & Values
Family meetings, communication tools, next-gen education
Estate & Tax Optimization
Coordinate with attorneys and CPAs on optimal wealth transfer
Concierge-Level Service
Dedicated advisor team available for any need
Not sure which tier is right?
Book a free 30-minute discovery call. We'll learn about your situation and recommend the right level of support — no pressure, no obligation.