Your Other Options

 

We recognize that you have many options for wealth management.

Here’s what we think sets us apart…

GEOMETRIC WEALTH ADVISORS DO-IT-YOURSELF
(Vanguard Fidelity, etc.)
ROBO-ADVISOR
(Wealthfront, Betterment, etc.)
TRADITIONAL INDEPENDENT WEALTH MANAGEMENT FIRM COMMISSION-BASED BROKER
FINANCIAL PLANNING
Proactive guidance on all financial matters
Net worth projections to guide decision-making
Advisors who understand your career and financial trajectory
Plans that consider assets not directly managed by advisor
Access to preferred lending provided by our partner private bank
Outsourcing of time required to make financial planning decisions
Outsourcing of stress required to make financial planning decisions
PORTFOLIO MANAGEMENT
Low-cost investing
Fully diversified portfolio
Tax-efficient placement of investments
Strategic tax loss harvesting
Proper rebalancing techniques
Access to mutual funds from Dimensional Fund Advisors
“Factor” investing (tilted towards small-cap and value)
Integration of 401(k) accounts into investment strategy
Behavioral finance “coach” to prevent emotional decisions/mistakes
Outsourcing of time required to manage portfolio
Outsourcing of stress required to manage portfolio
TAX SERVICES
Deep integration between tax planning and investments
Tax preparation/filing included in fee
Ongoing tax consulting
Year-end tax planning
Guidance on tax-advantaged charitable giving