Metric 01
25+
Years of planning
PRIVATE WEALTH
Wealth Plans That Last
We help families protect capital, plan retirement, lower tax drag, and pass wealth with less stress. Clear steps, steady review, and direct advice.
Metric 02
4.8/5
Client review score
Metric 03
350+
Households served
HOW IT WORKS
Four Clear Steps
Hands-on review of holdings, cash flow, and risk for high-net-worth households.
Monthly reviews
Portfolio Management
From $750/mo
Hands-on review of holdings, cash flow, and risk for high-net-worth households.
90-day plan
Retirement Planning
From $1,250/mo
Tax season prep
Tax-Efficient Investing
From $1,000/mo
01Legacy review
Estate and Legacy Planning
From $1,500/mo
Trusts, gifts, and transfer plans that keep family wealth in order.
02Family office
Wealth Preservation
From $2,000/mo
Capital protection plans for families with complex assets, trusts, or business sales.
0301
Review Goals
We look at your accounts, taxes, family needs, and target dates.
WEALTH SERVICES
What We Handle
You get a clear plan for investments, retirement, and legacy work.
02
Build Plan
03
Set the Mix
04
Keep Watch
04
Billed monthly
Starter
CLIENT RESULTS
Recent Client Work
Two strategy calls a month Household balance-sheet map Retirement income model Tax-loss and gain review Estate document checkup Monthly action list
Most popular12-month term
Signature
From $3,750/mo
- Two strategy calls a month
- Household balance-sheet map
- Retirement income model
- Tax-loss and gain review
- Estate document checkup
- Monthly action list
Annual retainerAnnual retainer
Scale
From $7,500/mo
- Weekly planning calls
- Multi-account portfolio oversight
- Family trust review
- Charitable giving plan
- Cross-border tax checks
- Family meeting prep
Package 03
Founder Exit Retirement Plan
Custom
- Set a tax-aware income path before the sale closed.
WHAT CLIENTS SAY
Client Voices
Mapped gifts, trusts, and heirs in one clean plan.
Families
Family Trusts Made Clear
Mapped gifts, trusts, and heirs in one clean plan.
Tech
Stock Risk Cut Fast
Professionals
Dual-Income Tax Sweep
Retirement and tax planning
Ava Sinclair
Asset mix and risk checks
Marcus Bell
Meetings and plan updates
Daniel Cortez
New York Metro
Palm Beach County
San Francisco Bay Area
Proof
Customer notes
Verified
“They made our tax plan and retirement plan easy to follow.”
Lena Hartwell
Managing Partner, Hartwell Design
Verified
“Our accounts finally had one clear plan, and the review calls stayed on point.”
Noah Feldman
Founder, Feldman Labs
Verified
“They fixed our trust review before year-end and gave us a clean action list.”
Priya Desai
Family Office Client
Service area
Boston Metro
Boston, Cambridge, Newton, Wellesley
Area 01
Boston Metro
Boston, Cambridge, Newton, Wellesley
Questions
Common Questions
Quick answers before visitors choose a product, service, or next step.
01Who do you work with?+
We work with high-net-worth individuals, couples, and families who want clear long-term plans and steady review.
02Do you manage investments too?+
Yes. We review holdings, set asset mix, and watch risk across your accounts all year, then adjust when facts change.
03Can you help with taxes?+
Yes. We use tax-aware account placement, gain checks, and trade timing to cut drag before year-end and filing time.
04Do you handle estate plans?+
Yes. We help map trusts, gifts, beneficiaries, and transfer steps with your lawyer so the plan is clear for heirs.
05How often do we meet?+
Most clients meet monthly or quarterly, with extra calls during big life or market changes and before key decisions.
06Is there a minimum asset level?+
We focus on households with complex assets, business interests, or family goals that need full planning.
Get Wealth Notes
Short notes on tax moves, retirement income, and legacy planning for busy families.