Financial planning included for all portfolios over $750,000.
What's included?
Integrate all of your accounts, which are updated in real-time. No need to provide us with statements.
Administer all your trades, contributions, withdrawals, and Roth IRA conversions.
Strategically manage your investments. We have our own proprietary WWG portfolio, but also have access to institutional portfolios from companies such as DFA (Dimensional Funds), State Street, etc.
Customize your solution according to your needs and goals.
Rebalance throughout the year as the market grows and/or loses. We do not time the market; we make strategic changes when your portfolio changes in value.
We select low-cost funds because although we cannot control the return of your investments, we can control your costs. 90% of the funds we use have expense ratios below .5%.
Provide a tax strategy for your non-IRA accounts i.e. what would selling this position do for your taxes? Show you an example of a portfolio compared to what you are invested in today.
“When in doubt, check if your actions are aligned with your purpose.”
