Smart Investing Starts With A Personalized Plan

Every client’s needs are unique which is why we offer customized portfolios and a choice for how you engage our services. Our clients are glad to know we have a low and transparent compensation structure so that we do better when they do better. This combination of Fee Transparency coupled with our core investment principles outlined below, can significantly enhance the probability of meeting your lifelong goals.

Why Invest With Us?

As an Independent Registered Investment Advisory (RIA) Firm, our structure and independence makes us different than many Wealth Advisory Firms in ways we believe will be important to you.


As Fiduciaries, we are required by law to act solely in our client’s best interest. It’s the highest standard of ethics in our profession.

Education Funding

We offer a low transparent compensation structure in which our interests are aligned with yours. Our clients know exactly what our services cost.


We are completely independent and offer access to top institutional investment managers. We do not see any proprietary investment products.

Our Investment Strategy

We Bring Institutional Style Investing To The Individual Investor

We construct highly customizable portfolios based on our Investment Methodology comprised of Dynamic Asset Allocation, Sector & Style Weighting, Tax Optimization, Risk Management and a combination of Passive & Active Management.

Core Investment Principles:

Our Investment Committee Oversees Construction Of Client Portfolio Models Based on Our Core Investment Principles

Dynamic Asset Allocation

Having a view of your complete financial picture with our planning tools, we can provide an appropriate allocation based on your real-me assets and goals. As your life evolves, and market conditions change, so does our allocation.

Tax Optimization

Tax Optimization with individual securities places assets in the most optimal accounts so you pay the least amount possible in taxes. We also employ tax-loss harvesting to offset realized capital gains, potentially lowering your tax bill over time.

Portfolio Rebalancing

Periodic rebalancing of positions mitigates costly emotional mistakes and systematically buys low and sells high, while constantly remaining well diversified. Our research shows that regular rebalancing can significantly enhance portfolio value over time.

Portfolio Personalization

We do not believe in a “One Size Fits All” portfolio. Our management is tailored to your unique circumstances and specific objectives. We can also offer a suite of socially responsible portfolios to align with your personal values.

Global Diversification

Diversification of our portfolios across the globe can enhance returns by exposing portfolios to underdeveloped markets around the world.

Institutional Access

As a Registed Investment Advisor, we can provide access to both public & private investments, free of sales loads and commissions, utilized by some of the nation’s largest institutional investors. These assets are typically uncorrelated with public equity markets.

An Investment Portfolio Just For You

Our customizable wealth management program is designed around your individual circumstances. From basic to comprehensive financial planning, we offer:

WAG Intelligent

Up to $500K in Investable Assets

Access to Wealth Management System Dashboard and Tools

  • Financial Advisory Team
  • Auto-Rebalancing
  • Tax Loss Harvesting
  • Low 0.5% Advisory Fee
  • Municipal Bonds
  • Account Types (Taxable, IRA, Roth)
  • 401k Advice
  • Cash Flow & Spending Insights


$500K to $2M in Investable Assets

Everything in WAG Intelligent Portfolios Plus:

  • Dedicated Financial Advisor
  • Customizable Portfolio of Stocks and ETF’s
  • Full Retirement Income Plan
  • College Savings Analysis
  • Asset Tax Location
  • Assistance with Financial Decisions
    • Insurance Coverage​
    • Stock Options & Compensation
    • Specific Goal Funding

Private Client /
Family Office

More than $2M in Investable Assets

Everything in Wealth Management Plus:

  • Access to Private Alternatives
  • Estate, Tax, & Legacy Portfolio Construction
  • Family Tiered Billing
  • Donor Advised Fund
  • Deferred Compensation Strategy
  • Estate Attorney & CPA Collaboration

Our Transparent Standard Fee Structure

We charge one, all-inclusive transparent management fee. There are no hidden fees or trailing fees.

Socially Responsible Investing

Investing Your Values
Selecting a socially responsible investment strategy is a simple way to invest your values. With our new Socially Responsible Personal Strategy, you have a turnkey way to invest in companies who are doing the most good for the environment, society, and corporate governance (ESG). That’s something you can feel good about.

Health Savings Accounts (HSAs)

Your Health and Financial Wellness Go Hand In Hand
With a Health Savings Account, or HSA, you can make the most of both for today’s needs and tomorrow’s dreams. An HSA is a unique tax-advantaged account that can be used to pay for current or future healthcare expenses. When combined with a high-deductible health plan, it offers savings and tax advantages that a traditional health plan can’t duplicate.

Get a Second Opinion on Your Investment Portfolio

Request A Complimentary Benchmark Of Your Current Portfolio