We offer comprehensive services including Wealth Planning, Investment Management, Tax & Estate Strategy, Business & Liquidity Planning, and Legacy Consulting.

Visit our “Become a Client” page and complete the onboarding form. One of our advisors will reach out for a discovery call.

Typically, our services begin at $500,000 in investable assets, but we make considerations for emerging clients with complex planning needs.

Yes. We specialize in business and liquidity planning including succession planning, tax optimization, and reinvestment strategy post-exit.

Yes, we offer digital asset advisory as part of our modern investment management services, tailored to fit your risk profile and long-term objectives.

We recommend quarterly reviews, but meetings are flexible based on your preferences—virtual, in-person, or by phone.

Yes. As a Registered Investment Adviser (RIA), we are legally and ethically obligated to act in your best interest at all times.

You’ll have access to our secure client portal where you can track performance, upload documents, and message your advisor directly.

Yes, we serve clients nationwide through our network of regional offices and secure digital communication tools.

Absolutely. We collaborate with your existing team to ensure an integrated and holistic financial strategy.

Yes. We offer a complimentary 15-minute introductory call to determine fit. For a full 60-minute consultation with one of our senior advisors, we charge a $500 flat fee. This consultation includes a deep-dive into your financial picture and actionable insights. If you become a client, the fee is credited toward your first advisory invoice.

Our fees are typically based on a percentage of assets under management (AUM). This usually ranges from 0.75% to 1.25% annually, depending on portfolio size and complexity. We believe in full transparency — all fees are disclosed up front with no hidden costs.

Aside from our advisory fee, there may be third-party custodial or fund-related fees depending on your portfolio. We do not receive commissions or kickbacks from fund providers, and we will always disclose all potential costs before you invest.

Yes. We offer one-time financial planning engagements starting at $3,000. These include comprehensive assessments of your finances, recommendations, and a roadmap to help you move forward independently.

Yes. As a Registered Investment Advisor (RIA), we are legally and ethically required to act in your best interest. Your success is our sole priority — we do not receive commissions or third-party incentives.

Our onboarding begins with a discovery consultation, followed by a tailored proposal. Once engaged, we gather relevant documents, set financial goals, and begin building your custom wealth strategy. Onboarding typically takes 2–3 weeks.

Absolutely. Our agreements are non-binding and can be canceled at any time with written notice. We believe you should stay with us because of value, not obligation.

No — while our headquarters are in Fort Myers, FL, we serve clients nationwide through secure virtual meetings, phone consultations, and our online client portal.

Ongoing advisory relationships include portfolio management, retirement planning, tax optimization strategies, estate and legacy planning, risk analysis, and annual or semi-annual strategy reviews — all tailored to your specific needs.