Hi, My name is cort!

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.

Why the name Archstone?

The bridge is one of the most practical architectural structures in the world and maybe the most utilized by the vast majority of people. Generally speaking, everyone has access to them, making it possible to move from place to place. Like a bridge, financial planning and wealth management can help fill the possible gaps between what's being done to build and preserve wealth and the results being achieved.

I 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.

Some Facts

When you work with Archstone Wealth Advisors, you can expect.

No product sales

I will never sell you a product of any kind other than comprehensive financial planning and wealth management, nor will I take a commission or referral fee from another processional. I am a fiduciary. My complete focus is on what is best for you.

An all-inclusive APPROACH to planning

Comprehensive planning takes into account everything I know about your relevant circumstances, family needs, goals, values, and your aspirations. Together we'll design a strategy that takes into account your full financial picture.

Competence

In addition to my formal education, I hold financial planning certifications and take hours of continuing education each year. Financial planning and wealth management, tax laws, and the planning strategies around them are constantly changing. I stay up to date, so you don’t have to worry about all this stuff.

Education

I will guide you through your options and explain them clearly so you can make the best choices. I will take the time to help you understand my advice. 

Commitment

As your partner, I'm committed to your success. Comprehensive and holistic planning is a process, not an event. I'll be there to adjust your plan as your life and circumstances change.

Unlimited access

With your annual fee, you can meet or speak to me as often as is necessary to help you make important decisions and accomplish your financial goals.

value for your money

I am committed to providing you exceptional value.

Our three-step process

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

I believe financial planning and wealth management are an ongoing process, not a one time event. As your partner, I'll 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.

I'll help you by being available when you need it most as well as meet with you during regularly scheduled meetings.

Services

I offer financial planning, wealth management and retirement planning services to people of all ages and all stages of life. My clients have a broad range of needs, which is why I design custom plans to address their specific objectives. 

Goal Setting

Understanding what is important to you is essential when structuring your finances. I work with you to identify and create plans to achieve your goals.

Coordinated Investment Advice

I will provide you with the objective, unbiased investment recommendations that are based on your personal needs so that you can make the best investment decisions.

tax planning and preparation

Taxes are at the core of financial planning. I will prepare your taxes and review potential tax consequences that can impact your financial security throughout the year. 

Worry-free retirement planning

Retirement is about money. But it's more about personal fulfillment and enjoyment. I'll will help you create a plan to make the most of your retirement years.

Insurance / Risk management 

Insurance. There are multiple options for any type of situation and the task of deciding what to choose can be daunting. I'll discuss these with you and help you spend your insurance dollars wisely.

lifestyle spending review

I'll 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.

proactive estate planning

Estate planning goes well beyond making a will. I'll evaluate with you the pertinent estate issues that impact your life and consider choices that you can then implement with your attorney. 

equity compensation planning 

In this day and age, company benefits go beyond salary and wages. I 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).

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.

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.

fee structure

Being transparent about my fee is importance. My fee is retainer-based, meaning I charge an annual, fixed-fee based on income, net worth and complexity. I feel this method best captures the essence of the work being done as opposed to the growth of a portfolio. Those who benefit from this structure are:


  • People who can't work with an advisor because they don't have a large enough portfolio.
  • People who have their assets inside an employer-sponsored retirement plan but can't move them to be managed by an advisor because they are still employed with that employer.
  • People who work with an advisor that pay an asset under management fee.
comprehensive
planning

Annual base fee starts at $5,000.

investment management

Investment Management is generally reserved for Comprehensive Planning clients only.

One-time financial review

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.

Project
Planning

Hourly fee is $250.

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

Learn more

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

Our Partners

Archstone Wealth Advisors FAQ

Financial planners help improve client's financial outcomes during good and bad markets which, depending on the one being experienced, increases the likelihood of investors experiencing either greed or fear. Planners help mitigate this by building plans that begin with the end in mind.

Typically, hen people get financial advice it’s messy because they have several advisors, with each knowing a little but none knowing the full picture. My approach is different. We do both your taxes and investments so one part of the plan doesn’t undermine the other. I also help with goal setting, investments, tax planning, retirement planning, insurance, cash flow management/strategies, and estate planning. 

In short, no. I don't have a minimum portfolio size or net worth requirement, I can work with you regardless of your situation or stage in life. 

Because my plans are tailored to meet the needs of each client, I won't work with more than 100 households. In my experience, advisors that do are not able to provide the service and value clients expect.

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