Membership
Elite Financial Consulting Without the Elite Fees
Transform your financial future with personalized guidance that puts you first — without asset-based fees, commissions, or conflicted advice.
No AUM fees. No commissions. No conflicts of interest. Just pure, personalized financial guidance tailored to your unique wealth-building goals.
Why High-Net-Worth Clients Choose Membership
Truly Personalized Approach
Your financial strategy is as unique as you are. Our dedicated advisors craft individualized roadmaps that evolve as your life circumstances and wealth objectives change.
Transparent, Flat-Fee Structure
Pay a predictable membership fee instead of percentage-based charges that grow with your assets. Keep more of your wealth working for you, not for us.
Conflict-Free Advisory
No product sales, no hidden commissions, no ulterior motives. Our only incentive is your financial success.
Comprehensive Wealth Planning
From sophisticated tax strategies to alternative investments, estate planning coordination, and equity compensation optimization — we cover every aspect of your financial life.
Choose Your Membership Level
Foundational Planning for Established Professionals
Perfect for established professionals seeking a strong financial foundation.
$2,500/year $650/quarter $225/month
- 3 comprehensive planning meetings in your first year.
- Business-hours support (9am–5pm).
- Core planning areas: retirement optimization, savings & debt management, investment strategy.
- Tax strategy development and insurance planning.
- Education planning for family goals.
Dedicated Advisory for Sophisticated Investors
Ideal for sophisticated investors wanting a dedicated financial partner.
$5,000/year $1,500/quarter $425/month
- Everything in Basic membership.
- Guaranteed dedicated advisor exclusively assigned to you.
- Extended support hours (9am–8pm).
- Independent CPA tax filing review when requested.
- Employer stock & equity planning, including complex compensation structures.
The Ultimate in Personalized Financial Consulting
For clients who want a true financial partner and white-glove service.
$25,000/year $6,500/quarter $2,250/month
- Everything in Core membership.
- 4 personal planning meetings in your first year.
- Extended availability (7am–8pm).
- White-glove priority support for urgent matters.
- Meeting attendance service for estate, tax, or other financial professionals.
Ready to Explore the Right Membership for You?
Start a conversation about the membership level that best fits your goals, complexity, and pace of life.
