Basic Members get access to our services, and insight into the realm of wealth management at an affordable price. Basic members get access to all of our planning services, including quarterly meetings with your dedicated planner. With access to our bill pay program, you can split an annual charge into monthly payments and save!

Our Basic Membership starts at $52.50 per month or $600 annually

Value Members make the most out of their membership. Value members get all of our planning services, including tax filling and tax optimization strategies. To round out your membership, value members meet with your dedicated planner monthly, receive monthly reports, and access to our online client portal!

Our Value Membership starts at $175 per month or $2,000 annually. 

Premium Members enjoy all of the perks. Around the clock support, banking support, and a personalized metal bank card. Along with our top-level planning services, you will be able to personally select how often you meet with your planner and receive weekly reports about your accounts.

Our premium membership starts at $500 per month or $6,000 annually.

Corporate Members enjoy the benefits of being a member, but as a corporate entity. Corporate Members get all of our planning services, but reserve the ability to pay for employees to receive our services as well! 

Our Corporate Membership starts at $52.50 per month or $600 annually.