What's included
We are busy enough in this modern age— add in taxes, administrative work, compliance, benefits, and retirement with disjointed tools makes it even harder. Let us streamline the most difficult parts of your life.
Financial Planning
Personalized roadmaps for your financial future
- Are you on track?
- Comprehensive approach
- Robust tools
Portfolio Management or Guidance
Option to self-manage or have us do it
- Low cost indexing & factor investing
- Alternative investments and institutional access
- Integrated with your cash flow
Tax Planning
Strategic approaches to minimize tax burden
- Roth conversions & mega back door Roth
- Business deduction strategies
- Solo 401(k) & Defined Benefit Plans
Tax Services
Comprehensive tax support for your business
- Entity Selection - LLC vs S Corp
- Estimated tax payments
- Tax preparation
Who We Work With
We specialize in working with ambitious professionals who value expertise and efficiency
Entrepreneurs & Business Owners
We specialize in solopreneurs and small business owners generating significant profit. We optimize retirement plans like Solo 401(k)s and Defined Benefit Plans, and support tax-efficient business exit planning.
High-Earning Professionals
We serve high-earning W-2 professionals with side hustles or 1099 income who need help integrating multiple income sources. We also work well with clients holding concentrated stock positions—RSUs, stock options, or appreciated securities—who need strategic, tax-aware diversification.
Our Ideal Client Profile
Our clients are typically ages 25-45, sharp, and time-constrained. They want to partner with experts who can execute what they don't have time to manage themselves. You value strategic planning and want professionals who keep pace with your ambitions.
Beyond Traditional Tax Prep
We do all the things you wish your CPA would do. Many clients already have tax preparers but need proactive, strategic guidance on financial decisions throughout the year. We think ahead, not just file returns.
Sound like you?
We specialize in working with high-income, high-complexity individuals and families who need a streamlined approach to taxes, investing, and financial planning.
Transparent Pricing Structure
We believe in complete transparency with our fee structure, designed for high income and high net worth families.
Comprehensive Service Package
Paid quarterly ($2,500). Can be deducted directly from portfolio or paid from cash flow.
Our flat fee includes a comprehensive suite of financial services designed for high income and high net worth families.
- Portfolio Guidance
Expert investment advice without direct management
- Financial Planning
Comprehensive planning for your financial future
- Tax Strategy
Strategic approaches to minimize tax burden
- Tax Services
Bookkeeping, estimated payments, entity selection, and tax preparation
Optional Portfolio Management
For clients who prefer us to manage their investment portfolio, we offer this additional service.
- 0.30% on assets up to $5M
Professional management of your investment portfolio
- 0.20% on assets from $5M to $10M
Reduced rate for higher asset levels
Get the level of service you deserve
We're in tune with your financial questions and problems, providing personalized solutions that address your unique challenges and goals.
Ongoing Financial Advice
Continuous guidance tailored to your evolving needs
Investment Management
Strategic portfolio oversight to maximize returns
Tax Planning
Proactive strategies to minimize your tax burden
Life Planning
Aligning finances with your personal goals and values
Business Planning
Strategic guidance for your business growth and success
Equity Compensation
Optimizing stock options and equity-based benefits
Bespoke Alternative Assets
Customized solutions for non-traditional investments
theWealthStreamapproach
The WealthStream Approach is the framework for how we work with our clients. It was designed with you in mind, prioritizes accountability from us, and reinforces positive financial habits in our client's lives.
Get to Know Each Other
A quick meeting to find out if working together makes sense.
The goal with this meeting is to get to know you, your situation, and what you're looking for in a financial planning relationship. We then share how we work with our clients so you can leave this meeting knowing if we're the right fit.
If we determine that we're not the right advisors for you, we'll refer you to other advisors in our network who may be a better fit.
Deep Dive & 2nd Opinion
A comprehensive review of your financial situation.
We will identify Red Flags, Key Opportunities, a fee analysis on total fees you are current paying to funds and advisors, tax planning moves, and next steps.
This meeting helps us understand where you are today and where you want to go, so we can create a customized financial plan for you.
Review 2nd Opinion
We present your 2nd Opinion and recommendations.
We will present the areas of your financial life that can be improved or optimized, key problems that need to be addressed, and an action plan of how to solve key issues.
We'll walk through each recommendation, explain the reasoning behind it, and answer any questions you have.
Implementation
We put your plan into action.
Once you're comfortable with the plan, we'll help you implement it. This includes opening accounts, transferring assets, setting up automatic contributions, and any other necessary steps to get your plan up and running.
We handle the heavy lifting so you can focus on what matters most to you.
Ongoing Partnership
We provide continuous support and regular check-ins.
Financial planning is not a one-time event, but an ongoing process. We'll meet regularly to review your progress, make adjustments as needed, and ensure your plan stays aligned with your evolving goals and life circumstances.
Between meetings, we're always available to answer questions, provide guidance, and help you navigate financial decisions as they arise.
Ready to Take Control of Your Financial Future?
Schedule a free consultation to discuss how we can help you achieve your financial goals.