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No, we don’t have a minimum account size. We accept clients of all account sizes according to our “commitment guarantee” policy.
The “Commitment Guarantee” policy is how we ensure that we are working with clients who are also committed to working with us.
Fees are charged based on the service being provided.
Generally we only offer tax preparation as part of the full-service package we provide to our clients.
However, we have made exceptions for direct referrals from our clients.
For standard withdrawals to a bank account on file, you can expect to receive your funds in 3-4 business days.
Our focus is helping family units achieve lasting prosperity across multiple generations.
Each of our advisors has a specialized area of focus. As part of the onboarding process, we will match you with the advisor best suited to help you.
Yes, we offer discounts for family members based on a family tree model.
For example, one couple’s household discount could extend to their children and grandchildren’s accounts with our office.
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