I am an experienced, CERTIFIED FINANCIAL PLANNER™, IRS Enrolled Agent, Chartered Retirement Planning Counselor℠ and NAPFA Registered Financial Advisor. I founded Archstone Wealth Advisors, a financial planning and wealth management firm to help bring peace of mind to investors in need of planning services. I have over 14 years of experience.
The bridge is one of the most practical architectural structures globally and maybe the most utilized by most people, making it possible to move from place to place. Like a bridge, wealth management can help bridge the gap between what's being done to build and preserve wealth and the results.
We work with tax-aware families, retirees, and young professionals, in their pre and post-retirement years, looking for tax-focused financial planning and wealth management.
Archstone Wealth Advisors is a comprehensive fee-only advisory firm. We are a member of the Alliance of Comprehensive Planners, the community of tax-focused financial planners that operate under the retainer/flat fee model. Our financial planning and wealth management method has been tried, tested, and refined to meet the needs of real-life people just like you.
We will never sell you a product of any kind other than comprehensive wealth management, nor will we take a commission or referral fee from another professional. We are fiduciaries. Our complete focus is on what is best for you.
Comprehensive planning takes into account everything we know about your relevant circumstances, family needs, goals, values, and aspirations. Together we design a strategy that takes into account your full financial picture.
With your annual fee, you can meet or speak with us as often as is necessary to help you make important decisions and accomplish your financial goals.
We will guide you through your options and explain them clearly to help you make the best choices, and will take the time to help you understand our advice.
As your partner, we are committed to your success. Comprehensive and holistic planning is a process, not an event. We will be there to adjust your plan as your life and circumstances change.
We are committed to providing you with exceptional value.
We offer wealth management and retirement planning services to people of all ages and all stages of life. Our clients have a broad range of needs, which is why we design custom plans to address their specific needs.
Being transparent about our fees is essential. Therefore, we post them below. The fee is based on net worth and complexity. We feel this billing method is good for the Client since it protects from quarterly fee adjustments based on the growth of a portfolio. Those who benefit from this structure are:
Taxes are at the core of financial planning. We will prepare your taxes and review potential tax consequences that can impact your financial security throughout the year.
Understanding what is important to you is essential when structuring your finances. We work with you to identify and create plans to achieve your goals.
Insurance. There are multiple options for any type of situation and the task of deciding what to choose can be daunting. We will discuss these with you and help you spend your insurance dollars wisely.
Estate planning goes well beyond making a will. We will evaluate with you the pertinent estate issues that impact your life and consider choices that you can then implement with your attorney.
Retirement is about money. But it's more about personal fulfillment and enjoyment. We will help you create a plan to make the most of your retirement years.
We will provide you with objective, unbiased investment recommendations that are based on your personal needs so that you can make the best investment decisions.
In this day and age, company benefits go beyond salary and wages. We can provide education and strategies for exercising restricted stock, restricted stock units (RSU), incentive stock options (ISO), non-qualified stock options (NSO), and employee stock purchase plans (ESPP).
We will help you understand the difference between good and bad debt, work on having enough set aside for emergencies and special opportunities, and, if needed, help you gain control over your spending.
Custom project work could be a review of a home purchase or refinance and providing recommendations, a review of investment holdings and net worth allocation, investment strategy, a retirement projection, an estate plan review and recommendations, goal setting, review of pension options, cash flow/budgeting, among other things.
A Financial Review is designed to provide a Client with a picture of their current financial status a retirement projection, suggested asset allocation, and a general direction of the types of investments that may be appropriate for reaching retirement goals.
$0 - $1,000,000 = $1,250
$1,000,000 - $2,000,000
$2,000,000 - $3,000,000
Investment Management is included with and only available to our
Wealth Management Planning Clients
$0 - $625,000 BASE FEE = $5,000
PLUS 0.80% OF NET WORTH OVER $625,000 UP TO $1,000,000
$1,000,000 BASE FEE = $8,000
PLUS 0.65% OVER $1,000,000 UP TO $3,000,000
$3,000,000 BASE FEE = $21,000
PLUS 0.40% OVER $3,000,000
A project planning client that signs on as a wealth management planning client will receive a credit equal to the amount paid for this service toward their annual fixed fee when done within six months.