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Comprehensive Flat-Fee Wealth Management for Ongoing Financial Success
Our Wealth Management Service offers flat-fee Direct Investment Management and unparalleled complimentary ongoing Financial Planning. Our meticulous monitoring and prompt adjustments ensure consistent financial growth and stability.
What We Offer
Our Wealth Management Services are built around long-term relationships, not one-time transactions.
Each engagement is crafted with flexibility and intention, designed to meet you where you are and grow with you as your goals evolve.
We provide full-service fiduciary guidance led by a CERTIFIED FINANCIAL PLANNER® professional (CFP®), including:
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Strategic investment management tailored to your risk profile and goals
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Comprehensive planning across tax, cash flow, retirement, insurance, estate strategy, and different financial topics
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Ongoing plan monitoring and updates as your life evolves
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Proactive support for financial decisions, big or small
Who Is This Best For
While we work with a diverse range of clients, our Wealth Management Services are especially valuable for:
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Professional Athletes & Student-Athletes navigating NIL deals, league contracts, endorsements, and sudden wealth—including emerging esports athletes with tournament income, team sponsorships, or streaming revenue
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Entertainers, Creators & Social Media Influencers managing inconsistent income, brand partnerships, self-employment taxes, and long-term career monetization
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Educators planning around pension systems, 403(b)s & 457s, and public loan forgiveness
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Married Couples aligning joint goals, tax strategy, and long-term planning
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Young Professionals laying the foundation for early wealth building and strategic growth
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Small Business Owners coordinating personal finances, tax planning, and retirement benefits for themselves and employees
If your financial life is growing in complexity—or you simply want expert guidance for the journey—this service was built for you.
What You Get
We don’t believe in “set it and forget it.” When you work with us, you get:
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A personalized financial plan tailored to your life and goals
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Ongoing investment management with rebalancing & tax-loss harvesting
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Comprehensive financial planning that integrates the topics most relevant to your needs—whether personal, business, or both
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Unlimited advisor access when life changes
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Estate planning coordination & facilitation*
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Integrated tax preparation support through our affiliate tax & accounting entity for eligible clients*
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Proactive check-ins throughout the year (quarterly or as needed)
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A customized service calendar for planned touchpoints throughout the year ensures your financial life receives consistent care and attention
*Tax preparation services may be included for eligible Wealth Management clients. Clients are under no obligation to use affiliated tax or estate-planning facilitation services. For complex situations, we will recommend engaging an external CPA and/or attorney.
We believe thoughtful planning is the foundation of your financial life, not an optional extra.
Your plan will be built from the financial topics that matter most to you—strategically selected from the full range of services we provide.
Personal Financial Planning Topics
For individuals, couples, families, educators, young professionals, and student-athletes
Business & Income-Based Planning Topics
For small business owners, entertainers, social media influencers, eSports professionals, and professional athletes
Wealth Management With a CFP® Professional
What It Costs
We operate on a flat-fee advisory model, not based on your Assets Under Management (AUM). This means your investment reflects the complexity of your situation, not the size of your portfolio.
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Annual flat-fee of $3,600 to $15,000+, depending on the complexity of your financial life.
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A one-time onboarding fee of $500
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Flexible billing options—payable monthly or quarterly—to support your cash flow.
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Your advisory level will always be clearly confirmed in writing before we begin.
Important Disclosure
Because our minimum advisory level begins at $3,600, some clients—particularly those with lower asset balances—may pay an effective rate exceeding 2% of assets under management. Similar services may be available at lower effective rates from other firms. We believe our model reflects the depth of strategy, proactive guidance, and relationship-driven value we deliver.
Next Steps
Ready to take the next step toward building your financial future, with the support of the pack?
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Book a complimentary 60-minute complimentary Financial Assessment
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We’ll explore your goals and the level of support that fits your needs
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You’ll receive a clear proposal outlining your advisory structure
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Once you’re ready, we’ll onboard you and begin your financial planning journey