800-585-9888
Comprehensive
Learn More
Private Wealth
Management
Private Wealth
Management Group
Management Group
We are a FinancialTeam of accredited experts with decades of experience
helping clients achieve their financial objectives and protecting them from
sales deceptions, unnecessary expenses and Wall Street conflicts of interest.
There's simply no reason to pay more or settle for less.
As true Fee Only advisors, our judgment is never clouded by marketing incentives, and we remain focused on taking care of our clients - not chasing new sales.
Our FinancialTeam advisors have expert accreditations and decades of practical experience in their respective fields of expertise.
As a completely independent firm, our loyalties are never divided between our client's best interest and a Wall Street employer's profit agenda.
We are paid to deliver consistent results and competent service; plus, our fees are often offset by reducing taxes and unnecessary investment expenses.
Every client's financial plan is custom-tailored to their objectives, not just a "rule of thumb", and implemented with a sound investment process, not just "allocated" among cookie-cutter models.
It's your money. You have the right to insist on absolute clarity about all fees and expenses without worrying about hidden conflicts of interest.
See what you can expect from our expert Private Wealth Management services.
A Nobel Prize-winning risk analysis helps engineer an investment portfolio to achieve your goals with a 95% probability range.
See our amazing tools for organizing your finances, collaborating with your advisors and monitoring your results.
Private Wealth
Management
Management
Services
Trust & Estate
Planning
Personal Financial Website
What is cyber risk and what can we do about it? Melody Koenig, CISO, explains how to be more aware of your personal cyber risk and ways for mitigation. Read More
President Biden’s proposal to eliminate the step-up in basis for calculating inheritance taxes is getting the cold shoulder from both Democrats and Republicans, Schwab’s top Washington D.C. lobbyist told advisors today....... Read More
“Ultimately, you need to feel confident in the advisor’s competency, objectivity, and their responsiveness to your needs,” says Van Sant. “The advisor-client relationship, like many relationships, is built on trust and communication, so doing the proper due diligence in choosing an advisor should provide long-term benefits and peace of mind for all parties.” Read More
