HI, MY NAME IS
CORT!

I am an experienced, CERTIFIED FINANCIAL PLANNERâ„¢, IRS Enrolled Agent, Chartered Retirement Planning Counselorâ„  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.

WHY THE NAME ARCHSTONE?

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.

WHO WE WORK WITH

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.

WHO WE ARE

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.

WHEN YOU WORK WITH ARCHSTONE WEALTH ADVISORS, YOU CAN EXPECT:

 

NO PRODUCT SALES

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.

AN ALL-INCLUSIVE APPROACH TO PLANNING

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.

UNLIMITED ACCESS

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.

EDUCATION

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.

COMMITMENT

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.

VALUE FOR YOUR MONEY

We are committed to providing you with exceptional value.

CONNECT

The first step in the process is to schedule an introductory call where we'll discuss your needs to determine if my services are the right fit. If it's a good fit, we'll move on to the next steps.

PARTNER

We believe wealth management is an ongoing process, not a one-time event. As your partner, We will help you get where you want to go and in the process achieve financial peace of mind.

ACT

A goal becomes reality when you take action to achieve it.

We will help you by being available when you need it most as well as meet with you during regularly scheduled meetings.

SERVICES

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.

FEE STRUCTURE

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 best for the Client since it removes conflicts of interest. It also offers protection from quarterly fee adjustments based on the growth of a portfolio. Those who benefit from this structure are:


  • Those who can't work with an advisor because their portfolio is not large enough;
  • Those whose only investments are inside their employer retirement plan;
  • And those working with an advisor paying the traditional assets under management fees.

CONTACT US

WE'LL GET BACK TO YOU

Archstone Wealth Advisors

2390 N Alma School Rd #115, Chandler, AZ 85224

480-605-1999

480-865-2663

COMPREHENSIVE WEALTH MANAGEMENT PLANNING

TAX PLANNING AND PREPARATION

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.

GOAL SETTING

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 / RISK MANAGEMENT

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.

PROACTIVE ESTATE PLANNING

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.

WORRY-FREE RETIREMENT PLANNING

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.

COORDINATED INVESTMENT ADVICE

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.

EQUITY COMPENSATION PLANNING

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).

LIFESTYLE

SPENDING REVIEW

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.

PROJECT PLANNING

CUSTOM PROJECT WORK

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.

FINANCIAL REVIEW

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.

OUR THREE-STEP PROCESS

Learn More

Let's get acquainted, schedule a free introductory call.

One-time fixed fee between $1,250 - $5,000.


Financial review client that signs on as full planning client will receive a credit toward their annual fixed fee, when done within six months.

Investment Management is generally reserved for Wealth Management Planning Clients

INVESTMENT MANAGEMENT

PROJECT PLANNING

The hourly fee is $250.


Project planning clients that sign on as full Wealth Management clients will receive a credit toward their annual fixed fee when done within six months.

WEALTH  MANAGEMENT PLANNING

  • $0 - $625,000 = BASE FEE OF $5,000 PLUS 0.80% OF NET WORTH OVER $625,000 UP TO $1,000,000
  • $1,000,000 BASE FEE OF $8,000 PLUS 0.65% OVER $1,000,000 UP TO $3,000,000
  • $3,000,000 BASE FEE OF $21,000 PLUS 0.40% OVER $3,000,000

CONNECTING YOUR LIFE AND YOU WEALTH

WEALTH MANAGEMENT PLANNING

WEALTH MANAGEMENT PLANNING

WEALTH MANAGEMENT PLANNING

PRJECT PLANNING

ONE-TIME FINANCIAL REVIEW

ONE-TIME FINANCIAL REVIEW