1:1 Advice

Private Wealth Advice Subscription Services

Subscription fee will be waived for household wealth management accounts of $1 million plus

Services include:

– One-on-one working relationship with a dedicated Wealth Advisor
– Advice on investments outside WealthBuilder Investing, including 401k, employer benefits and real estate
– Comprehensive personalized guidance on life events: retirement, large purchases, college, estate planning, tax strategies and insurance planning

tax planning and preparation



per month

  • Tax planning and preparation by in-house CPA
  • Integration with WealthBuilder financial plan
  • Have a more comprehensive view of your overall financial situation under one provider

Price based on needs

  • Entity type review and formation consulting
  • Employer and employee benefits
  • 401k Fiduciary Review
  • Group life, disability, accident and cancer coverage
  • Succession planning: buy-sell and cross-purchasing agreements
  • Executive compensation planning
  • Virtual board of directors and business planning consulting

* Case complexity is determined by a combination of meetings per year, number of goals and net worth structure.

** Typical number of meetings per year.