Membership
Services
Elite Financial Consulting Without the Elite Fees
No AUM fees. No commissions. No conflicts of interest. Just pure, personalized financial guidance tailored to your unique wealth-building goals.
Choose Your Membership Level
Basic Membership
Core Membership
Concierge Membership
Frequently Asked Questions
What Sets Us Apart?
🛡️ No Conflicts, Pure Guidance
- Zero AUM fees - your portfolio growth doesn’t increase our compensation
- No commissions on any products or investments
- No account minimums - service quality isn’t tied to asset size
- Flat membership model ensures aligned interests
🎯 Truly Personalized Service
- Dedicated advisors for Core and Concierge members
- Adaptive financial roadmaps that evolve with your life changes
- Comprehensive planning across all wealth areas
- Virtual convenience with video and phone meetings
💼 Sophisticated Planning Capabilities
- Advanced tax optimization strategies
- Complex equity compensation planning
- Alternative investment evaluation
- Estate planning coordination
- Insurance optimization
- Multi-generational wealth planning
What are the Exclusive Member Benefits?
🔐 Secure Member Dashboard
Access all your financial information, planning documents, and communication history in one protected portal.
📱 Unlimited Communication
Message your advisor anytime with guaranteed responses during your membership hours.
📊 Dynamic Financial Roadmap
Your personalized strategy document that updates as your life and goals evolve.
💰 Annual Payment Advantage
Save $250 by choosing an annual payment and waiving the enrollment fee.
Do you have any Special Offers?
✨ Annual payers save $250 by waiving the enrollment fee
🚀 Virtual onboarding - start immediately with video consultation
🎯 Personalized strategy session included with every membership level
How is this different from traditional wealth management?
We charge transparent membership fees instead of asset-based percentages. No conflicts, no commissions, just pure advisory focused on your success.
What if my financial situation changes?
Your membership includes adaptive planning. We adjust your strategy as your life evolves, ensuring continuous alignment with your goals.
Do you manage investments directly?
We provide investment strategy and guidance. Implementation can be done through your preferred custodian, or we can recommend suitable platforms.
Is there a minimum asset requirement?
No. Our membership model means service quality isn’t tied to account size. We serve clients based on their planning needs, not asset levels.
