Our wealth management services are designed to address the complex needs of affluent individuals and families with investable assets that exceed $1 million. For clients that do not meet this threshold, we offer investment management and data aggregation services for...
Even though we provide a complete range of customized wealth management services, we understand that not every client is going to utilize each service that we provide. We have conscientiously structured our offerings so that we are able to provide a range of services...
For wealth management services, clients pay a flat fee that varies based on the complexity of your financial situation. After the discovery phase of our process, which is complimentary, we will quote you a fee to move forward with the planning engagement. Investment...
An Accredited Investment Fiduciary® (AIF®) is a financial professional who meets the educational, experience, and ethical requirements established by the Center for Fiduciary Studies™ (the Center), the standards-setting body for fi360. Practitioners with the AIF®...
The Accredited Estate Planner® (AEP®) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. The AEP® designation is awarded by the...
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