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Wealth Management    
 
Team Approach
Our goal is to assist you in achieving your life plan.  The cornerstone of this ideal is to develop a clear understanding of your financial circumstance so that a strategy can be devised that will best meet your life aspirations.
 
Team Approach        And           Intergrated Services
We provide recommendations for asset allocation, retirement planning, estate planning, risk management, education funding, tax planning, charitable gifting, and real estate planning.
  - Identify your financial and investment needs
  - Analyze your attitudes about risk
  - Prepare an asset allocation model for your approval
  - Select specific stocks, bonds, ETF's, DFA and no load mutual funds
  - Make investments, with your agreement
          
  Fees for Financial Planning and Asset Management:
 

Amount $1,000,000 up to $2,000,000

  1% annual fee

Amount over $2,000,000 up to $4,000,000

  .75% annual fee

Amount over $4,000,000

  .50% annual fee

[Minimum New Account Size is $1,000,000]

Personalized Solutions
  Individuals with high net worth
  High income professionals
  Retirement Plans (Pensions, Profit Sharing & IRAs)
  Individuals in transition (divorce, widowhood, retirement)
  Individuals anticipating retirement (ages 40-60)
 
Personalized Solutions
Northern California

707.462.9053 Phone

 
1480 Deerwood Drive    
Ukiah, CA  95482-3609