Schedule a free assessment
Learn more about our collaborative process
Who we work best with
We aren’t the perfect match for everyone. We work best with:
Savers
Diligent savers with $500K or more in investable assets
Nearing Retirement
Individuals and families nearing retirement or retired
Planners
Planning-driven people looking for a collaborative partner
Our client process
Overcome your concerns and assess your options with our
collaborative approach.
Step 1
Schedule a free assessment call with us
Before we dive into any financial details, we want to start with a 20-minute phone call. This gives us both a chance to make sure your situation and objectives match our expertise.
Step 2
Discuss your goals, needs, and concerns
Once we have determined that our experience aligns with what you need, we’ll schedule a one-hour discovery call via Zoom. This meeting focuses on conducting a deep dive into your personal situation so we can better understand what’s on your mind as you approach retirement.
Step 3
Review our suggestions and define the next steps
Once we have completed your assessment, we’ll host another one-hour meeting to review our findings and provide you with actionable recommendations. This includes explicit steps to help you lower your taxes and implement an efficient investment strategy. If you like what you see, we’ll happily solidify an ongoing partnership with you!
Schedule your free assessment
Explore your financial opportunities with our 20-minute, obligation-free conversation
Frequently asked questions
Our fees are very straightforward and start at 1.00% per year on investments we manage with an annual minimum of $5,000
Our wealth management plans are founded on ongoing financial planning and investment management. Within this, we offer retirement planning, tax optimization, estate planning, and legacy planning for our clients.
We offer wealth management in Sacramento, California. We conduct most of our meetings remotely, which means we can work with clients located anywhere in the United States.
As a fiduciary, we are not tied to any other companies or products. Because of this, we will always act in your best interests – no exceptions.
