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Our Comprehensive Wealth Management Services

At Beyond Wealth, we craft financial strategies as dynamic as you are. Our comprehensive approach covers everything from optimizing complex compensation packages to creating tax-efficient plans. We align every aspect of your finances with your personal goals and values, going beyond standard wealth management. Our partnership with you builds a flexible, evolving strategy that adapts to your changing life circumstances. With Beyond Wealth, you gain more than a financial plan; you gain a dedicated ally in turning your financial aspirations into reality.

Define your financial priorities and create a road map to pursue your short- and long-term goals.

We get it: you’re building a career and dreaming of the experiences you want to create along the way. A solid financial plan isn’t about restriction; it’s about making those dreams a reality. Whether it’s buying that first home, saving for epic adventures, preserving your family’s future, or just knowing you’re ready when opportunity knocks, we’ll help you define what financial freedom looks like for you.

Together, we’ll map out a personalized strategy that considers your current finances and your future ambitions. You’ll gain clear, actionable steps to stay on track, adapt to life’s twists and turns, and make smart choices that fuel the life you want to live.

Navigate the complexities of your compensation so you can maximize your earnings and reduce tax burdens.
Your equity compensation is a valuable asset. We provide strategic guidance on stock options, RSUs, and other forms of equity, helping you understand the tax implications and make the most of your opportunities. By aligning your equity compensation with your long-term financial objectives, we help you build a stable financial future and lasting financial freedom, whether you’re in the public or private sector.
Implement proactive strategies to reduce tax liabilities and increase after-tax wealth.
We go beyond the basics, crafting proactive strategies designed to minimize your tax liabilities, maximize your after-tax income, and increase your net worth. We consider every aspect of your financial life, from tax-efficient investment strategies to retirement account optimization and strategic planning for capital gains and deductions. We also collaborate with your tax professional to provide a second set of eyes, ensuring your returns are reviewed and completed correctly.
Assess your portfolio to align it with your risk tolerance, time horizon, and financial objectives.

Your investments should work as hard as you do, while keeping you comfortable and confident. We’ll take a close look at your current portfolio to confirm it truly fits you: your comfort with risk, your timeline, and what you’re working toward. Using real insights, we analyze market trends, spot opportunities, and identify risks to keep your strategy sharp and aligned with your goals. We’ll suggest thoughtful adjustments designed to shield what you’ve built while positioning you for growth.

Build and maintain a diversified portfolio tailored to your goals, risk tolerance, and market conditions.

More than just picking stocks, we strategically align your investments with your financial goals. Our proactive approach selects asset classes designed for growth potential while carefully mitigating risk through diversification. We continuously monitor market trends and economic shifts, making adjustments as needed to optimize your portfolio for long-term success.

Gain clarity on your income and expenses to improve financial stability and future wealth-building.

We help you see the full financial picture, because financial planning isn’t just about income and expenses, but understanding the lifestyle you truly want. We’ll analyze your spending patterns, create a plan that aligns with your goals, and ensure you have enough for both immediate needs and future dreams. By strategically directing your cash flow—whether it’s optimizing expenses, boosting savings, or growing investments—you’ll build lasting wealth with confidence.

Develop a plan to efficiently manage, reduce, or eliminate debt while maintaining financial flexibility.

We assess your current liabilities, including mortgages, student loans, credit cards, and other obligations, and evaluate how debt can be leveraged strategically to optimize your financial position. Our approach prioritizes high-interest debt reduction while ensuring liquidity for essential expenses and investments. We’ll guide you on refinancing, consolidating, or accelerating payments to reduce interest costs and improve cash flow.

Your workplace benefits are more than just paperwork; they’re powerful tools that can boost your financial progress.

We’ll help you understand every advantage available and identify which benefits make the most sense for your unique situation. From maximizing your 401(k) match to selecting the right medical plan or leveraging tax-smart accounts like HSAs, we ensure you’re not leaving money on the table. Our review helps you optimize employer matches, tax-advantaged savings, and additional perks that align with your goals.

We give you confidence that you are well-positioned for a stable retirement or work-optional lifestyle by maximizing your withdrawal and tax savings.

Retirement is about more than saving; it’s about creating a strategy to turn your hard-earned assets into a reliable, tax-efficient income stream. We assess your retirement readiness by evaluating your savings, projected expenses, Social Security benefits, and potential healthcare costs. From there, we develop strategies to optimize income distribution, minimize tax burdens, and manage risk.

Evaluate your coverage to safeguard yourself and your family from financial risk.

Preserving your wealth is just as important as growing it. While we don’t sell insurance, we understand its critical role in a comprehensive financial plan. We review your existing life, disability, long-term care, and liability policies to identify any gaps in coverage. We’ll connect you with trusted insurance professionals and guide you through the process of evaluating your needs and securing the right coverage.

Strategize college savings and funding options to support your children’s future without sacrificing your own goals.

We help you explore college savings options, including 529 plans and other tax-advantaged strategies. Our approach integrates your education savings plan with your broader financial strategy, so you can support your children’s future without sacrificing your retirement or wealth-building efforts. We also provide guidance on financial aid, scholarships, and loan options to optimize funding sources.

Financial Goal Planning

Define your financial priorities and create a road map to pursue your short- and long-term goals.

We get it: you’re building a career and dreaming of the experiences you want to create along the way. A solid financial plan isn’t about restriction; it’s about making those dreams a reality. Whether it’s buying that first home, saving for epic adventures, preserving your family’s future, or just knowing you’re ready when opportunity knocks, we’ll help you define what financial freedom looks like for you.

Together, we’ll map out a personalized strategy that considers your current finances and your future ambitions. You’ll gain clear, actionable steps to stay on track, adapt to life’s twists and turns, and make smart choices that fuel the life you want to live.
Navigate the complexities of your compensation so you can maximize your earnings and reduce tax burdens.
Your equity compensation is a valuable asset. We provide strategic guidance on stock options, RSUs, and other forms of equity, helping you understand the tax implications and make the most of your opportunities. By aligning your equity compensation with your long-term financial objectives, we help you build a stable financial future and lasting financial freedom, whether you’re in the public or private sector.
Implement proactive strategies to reduce tax liabilities and increase after-tax wealth.
We go beyond the basics, crafting proactive strategies designed to minimize your tax liabilities, maximize your after-tax income, and increase your net worth. We consider every aspect of your financial life, from tax-efficient investment strategies to retirement account optimization and strategic planning for capital gains and deductions. We also collaborate with your tax professional to provide a second set of eyes, ensuring your returns are reviewed and completed correctly.
Assess your portfolio to align it with your risk tolerance, time horizon, and financial objectives.

Your investments should work as hard as you do, while keeping you comfortable and confident. We’ll take a close look at your current portfolio to confirm it truly fits you: your comfort with risk, your timeline, and what you’re working toward. Using real insights, we analyze market trends, spot opportunities, and identify risks to keep your strategy sharp and aligned with your goals. We’ll suggest thoughtful adjustments designed to shield what you’ve built while positioning you for growth.

Build and maintain a diversified portfolio tailored to your goals, risk tolerance, and market conditions.
More than just picking stocks, we strategically align your investments with your financial goals. Our proactive approach selects asset classes designed for growth potential while carefully mitigating risk through diversification. We continuously monitor market trends and economic shifts, making adjustments as needed to optimize your portfolio for long-term success.
Gain clarity on your income and expenses to improve financial stability and future wealth-building.
We help you see the full financial picture, because financial planning isn’t just about income and expenses, but understanding the lifestyle you truly want. We’ll analyze your spending patterns, create a plan that aligns with your goals, and ensure you have enough for both immediate needs and future dreams. By strategically directing your cash flow—whether it’s optimizing expenses, boosting savings, or growing investments—you’ll build lasting wealth with confidence.
Develop a plan to efficiently manage, reduce, or eliminate debt while maintaining financial flexibility.
We assess your current liabilities, including mortgages, student loans, credit cards, and other obligations, and evaluate how debt can be leveraged strategically to optimize your financial position. Our approach prioritizes high-interest debt reduction while ensuring liquidity for essential expenses and investments. We’ll guide you on refinancing, consolidating, or accelerating payments to reduce interest costs and improve cash flow.
Your workplace benefits are more than just paperwork; they’re powerful tools that can boost your financial progress.
We’ll help you understand every advantage available and identify which benefits make the most sense for your unique situation. From maximizing your 401(k) match to selecting the right medical plan or leveraging tax-smart accounts like HSAs, we ensure you’re not leaving money on the table. Our review helps you optimize employer matches, tax-advantaged savings, and additional perks that align with your goals.
We give you confidence that you are well-positioned for a stable retirement or work-optional lifestyle by maximizing your withdrawal and tax savings.
Retirement is about more than saving; it’s about creating a strategy to turn your hard-earned assets into a reliable, tax-efficient income stream. We assess your retirement readiness by evaluating your savings, projected expenses, Social Security benefits, and potential healthcare costs. From there, we develop strategies to optimize income distribution, minimize tax burdens, and manage risk.
Evaluate your coverage to safeguard yourself and your family from financial risk.
Preserving your wealth is just as important as growing it. While we don’t sell insurance, we understand its critical role in a comprehensive financial plan. We review your existing life, disability, long-term care, and liability policies to identify any gaps in coverage. We’ll connect you with trusted insurance professionals and guide you through the process of evaluating your needs and securing the right coverage.
Strategize college savings and funding options to support your children’s future without sacrificing your own goals.
We help you explore college savings options, including 529 plans and other tax-advantaged strategies. Our approach integrates your education savings plan with your broader financial strategy, so you can support your children’s future without sacrificing your retirement or wealth-building efforts. We also provide guidance on financial aid, scholarships, and loan options to optimize funding sources.

Fees Based On Your Needs

At Beyond Wealth, we believe in offering transparent pricing options tailored to your specific needs and financial goals. Below is an outline of our fees, which include both the initial engagement and ongoing management of your wealth. Our fee structure is designed to support clients at different stages of wealth accumulation, from those just beginning to build their investment portfolio outside of their workplace accounts to those with significant assets in need of professional management.

Initial Engagement Fee

$3,500

This fee covers the creation of a customized financial plan, which we call our "Good, Better, Best" approach. We'll explore different strategies to help prioritize the financial goals that are most important to you. The fee is due at the end of our Discovery Meeting.

Ongoing Annual Fee

Once your financial plan is in place and we've helped you take action on it, we offer ongoing support and personalized guidance across your full financial picture. The fee for continued service is based on the percentage of investment assets we manage on your behalf, using a tiered structure in which the fee rate decreases as your wealth grows.

Assets Under Management

First $250,000

Next $750,000

Next $2 Million

Next $2 Million

Over $5 Million

Annual Fee

1.25%

1.00%

0.75%

0.65%

0.50%

Assets Under Management and Annual Fee

First $250,000 – 1.25%

Next $750,000 – 1.00%

Next $2 Million – 0.75%

Next $2 Million – 0.65%
Over $5 Million – 0.50%

The minimum annual ongoing fee for Comprehensive Wealth Management services is $4,000. The built-in minimum fee means that clients who require guidance but haven’t yet amassed a large portfolio can still access the financial advice they need.

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More than growing your wealth, financial planning should mean empowering you to live your best life.

Let us show you how