Your Money, Managed. Not Just Advised.
For high earners and business owners who want ongoing execution. Monthly check-ins, proactive tax strategy, and actual investment management.
GWM
Essentials
Foundation Tier
$6,000
for year 1
$4,500/year thereafter
Quarterly meetings, comprehensive planning across all major life areas, and CFP® guidance when you need it. Asset Management Encouraged.
GWM
Premier
Full Service
$9,000
for year 1
$7,000/year thereafter
Based on complexity
Asset Management Recommended.
All Essentials features, plus:
Additional meetings + faster response time
For managed accounts, we implement rebalancing, tax-loss harvesting, paperwork, etc.
Quarterly tax planning, ISO/AMT, 10b5-1 coordination
Price
GWM Essentials
GWM Premier
Year 1
Year 2+
Kickoff Meeting
Intake Meeting
Plan Delivery Meeting
Annual Plan Update Collaboration Meeting
Annual Review Meetings (Up to)
2
4
Dedicated CFP® Professional Email Support
Your Plan & Tools
Goal Setting and Funding
Financial Model
Interactive Plan with Action Items
Goal Setting & Prioritization
Cash Flow Analysis
Income and Expense Analysis
Cash Flow Optimiziation
Spending Plan Recommendations
Goal Tracking & Prioritization
Investment Planning
Risk Profile Assessment
Portfolio Analysis and Recommendations
Ongoing Portfolio Management
Asset Location
Home Affordability
First Time Home Purchase Analysis
Keep vs Sell Analysis
Retirement Planning
Income Needs Analysis
Distribution Strategy
Projections and Simulations
Retirement Plan Consolidation
Tax Planning
Investment Accounts Tax Optimization
Tax Loss Harvesting
Tax Projections & Analysis
Review of Prior Tax Return
Roth Conversions (including Backdoor & Mega Backdoor)
Tax Filing
Coordination with client’s tax preparer of choice
Real Estate Planning
Mortgage Refinance/Recast Analysis
Property Analysis
Real Estate Diversification
Rental Property Cash Flow Analysis
Real Estate Tax Optimization Strategies (1031 exchange, cost segregations)
Equity Compensation
RSU / RSA Strategy
Previous Employer Equity Compensation Strategy
NSO and ISOs Exercise Projections
Equity Tax Projections
Tender Offer Evaluation
83b Election Planning
10b5-1 Trading Plans
Education Savings
Education Funding Strategy
Student Loan Analysis
In-State vs Out of State College Analysis
Private vs. Public College Analysis
Private K-12 Cost Planning
Prior-prior Year Tax Strategy
Estate Planning
Evaluation of Existing Estate Plan
Revocable Trust Creation
Last Will & Testament Creation
Power of Attorney Creation
Advanced Health Care Directive Creation
Managing Beneficiary Designations
Support Funding Your Trust
Attorney Support
Mobile Notary
Deed Transfer
Insurance and Other Planning
Employee Benefits Analysis
Life Insurance Review and Analysis
Property and Casualty Insurance Review
Disability Insurance Planning
Long-Term Care Planning