Service Tiers

Multiple service tiers tailored to fit your unique needs

Investable assets up to $250,000.

Designed for clients looking to establish investment and risk management strategies.

• Access to our focused suite of managed investment portfolios
• Wealth-building strategies, risk assessment, asset allocation, life insurance, educational savings, 401k review
• Annual review meeting, monthly CWA newsletter, access to Account View, risk analysis, invitation to our Live Event Series

Investable assets from $250,000 to $1,000,000.

Designed for clients seeking to enhance their investment strategy and establish financial planning goals.

• Establish a baseline financial plan
• Access to our custom-built investment portfolios and Alternative Investments
• Semi-annual review meetings, monthly CWA newsletter, access to Account View, risk analysis, invitation to our Live Event Series

Investable assets from $1,000,000 to $3,000,000.

Our flagship tier is focused on higher net worth clients that want to protect and grow their assets, mitigate taxes and establish effective financial and estate planning strategies.

• Create an in-depth financial plan
• Access to our premium suite of custom-built investment portfolios and Alternative Investments
• Quarterly review meetings, monthly CWA newsletter, access to Account View, risk analysis, invitation to our Live Event Series, access to Collateralized Financing programs

Investable assets from $3,000,000 or more.

Designed for clients seeking specialized and integrated investment and wealth planning strategies.

• Create a comprehensive financial plan
• Access to our reserve suite of custom-built investment portfolios and Alternative Investments
• Meetings with the next generation, charitable and tax planning strategies, coordination with other service professionals (ex. CPA, Attorney)
• Quarterly review meetings, monthly CWA newsletter, access to Account View, risk analysis, invitation to our Live Event Series, access to Collateralized Financing programs