Our Family Wealth Management services is where we spend time coordinating with The Synergy Six in Six™ for clients with a Net Worth between $1.5 million and $10 Million, which may include assets from real estate, business assets and traditional stock assets. This is for all our clients who understand the importance of receiving unbiased and holistic financial advice as we act as a fiduciary regardless of assets under management.
We complete the initial engagement within twelve months, and provide full transparency & advice into your finances. Our client dashboard monitors your overall finances like your mortgage, credit cards and 401(k). All of these items update securely on a nightly basis and allow us to provide proactive advice.
We also may introduce you to a network of professionals such as attorneys, mortgage brokers and cpa’s and help facilitate the relationships.
For ongoing client education, you’ll also receive our quarterly newsletter & Monthly Economic Commentary. Included in this option is access to our robust wealth management software.