Wealth Management

What Is Wealth Management?

Hands-on investment management paired with comprehensive financial planning, all under one roof. One relationship, one team, tiered pricing built around your asset level, and if you've got $500K+ under management with us, the financial planning fee is waived entirely.

Best for: People ready to hand off day-to-day investment decisions and have both planning and portfolio management handled by the same team.

How It Works

1

Apply to work with us

Fill out a short questionnaire so we can learn about you and your goals. It helps us confirm we're the right fit for what you're looking for before we get started.

Set up your financial planning profile

Once you're accepted, you'll get access to your own dashboard in RightCapital. From there, you'll upload your financial details and complete a few onboarding steps to get the planning process moving.

2

Kickoff Meeting

This is where we really start to know each other. We'll talk about your family, your priorities, and what a financially secure life actually looks like for you.

3

Discover & Design

We take a full look at your financial picture, income, assets, equity compensation, estate wishes, tax exposure, and long-term goals, and build a strategy that ties it all together.

4

Deliver & Implement

You'll walk away with a clear financial plan, and we'll start managing your portfolio in step with it. Every investment decision is made with your bigger picture in mind, backed by regular strategy sessions and open communication so you stay on track as life changes.

5

Ongoing Support & Optimization

We keep an eye on your portfolio and adjust your plan as things shift. You'll have regular check-ins and year-round access to your team, whenever you need to ask a question, make a decision, or fine-tune your strategy.

6

Apply Now

Frequently Asked Questions

  • Absolutely! While we're based in Columbus, Ohio, distance is never a barrier, we meet with clients virtually via Zoom, making it easy to get expert financial guidance no matter where you're located.

  • Our approach is simple, we believe an informed client is an empowered client. Rather than just managing your money, we take the time to educate you on your financial plan so you always know where you stand and why decisions are being made.

    We specializes in working with individuals ages 45-60 who are ready to hand off the complexity of financial planning to a trusted professional, so they can focus on what matters most to them. Whether through flat fee planning or AUM-based investment management, we structure our services around what actually fits your needs, not a one-size-fits-all solution.

  • Our team believes in staying connected with our clients. Meeting frequency depends on your service agreement, but you'll never feel like you're in the dark, regular check-ins and open communication are a core part of how we work.

  • Life doesn't stay still, and your financial plan shouldn't either. Our team regularly reviews and adjusts your plan as your circumstances evolve, whether that's selling a business, nearing retirement, or navigating an unexpected change.

  • You'll receive a personalized financial plan, ongoing investment management, and support across retirement, tax planning, estate planning, equity compensation, and more.

  • Yes. After your Kickoff Call, your advisor will guide you through the full financial planning process, making sure every investment recommendation supports your goals.

  • We do not have a minimum, though if clients are below a $500,000 total account size, there will be out of pocket expenses for planning services in additionn to the Assets Under Management charge.

    For most clients, we are managing at least $500,000 for this level of service.

  • Yes. We guide you through these areas and work alongside your CPA or attorney as needed, so every piece of your plan fits together.