Service Packages2018-08-21T02:02:21+00:00

Service Packages

Together, we’ll help you define your ideal investment approach that best aligns with your strategic savings goals today, while keeping an eye toward the future.

To help navigate, we explore three relevant planning approaches and philosophies.

Voyage

VOYAGE (Investments Above $2,000,000)

  • Customized Portfolio Design
  • Individual Securities
  • Individual Risk Assessment
  • Portfolio Reviews by Chief Investment Officer
  • Dedicated Relationship Partner
  • Quarterly updates by Portfolio Team
  • Ongoing Market Updates
  • Financial Plan with Certified Financial Planner
  • Estate Planning with Board Certified Attorney (up to $1,500)
  • Annual Tax Preparation with CPA (up to $1,500)
Get Started Now
Voyage

Investments Above
$2,000,000

  • Customized Portfolio Design
  • Individual Securities
  • Individual Risk Assessment
  • Portfolio Reviews by Chief Investment Officer
  • Dedicated Relationship Partner
  • Quarterly updates by Portfolio Team
  • Ongoing Market Updates
  • Financial Plan with Certified Financial Planner
  • Estate Planning with Board Certified Attorney (up to $1,500)
  • Annual Tax Preparation with CPA (up to $1,500)
Get Started Now
Journey

JOURNEY (Investments From $500,000 – $2,000,000)

  • Customized Portfolio Design
  • Individual Securities
  • Individual Risk Assessment
  • Dedicated Relationship Partner
  • Quarterly updates by Portfolio Team
Get Started Now
Journey

Investments From
$500,000 – $2,000,000

  • Customized Portfolio Design
  • Individual Securities
  • Individual Risk Assessment
  • Dedicated Relationship Partner
  • Quarterly updates by Portfolio Team
  • Ongoing Market Updates
  • Financial Plan with Certified Financial Planner
  • Estate Planning with Board Certified Attorney (up to $1,000)
Get Started Now
Navigate

NAVIGATE (Investments Below $500,000)

  • Customized Portfolio Design
  • Individual Risk Assessment
  • Financial Checklist (The Essentials)
  • Quarterly updates by Portfolio Team
Get Started Now
Navigate

Investments Below
$500,000

  • Customized Portfolio Design
  • Individual Risk Assessment
  • Financial Checklist (The Essentials)
  • Quarterly updates by Portfolio Team
  • Ongoing Market Updates
  • Discounted Estate Planning Documents
    (Partnership through LegalZoom)
Get Started Now

OUR RELATIONSHIP PARTNERS ARE READY TO HELP.

Call us at 855.439.0665 or send us a message below.




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