Comprehensive Wealth Management

Wealth management including financial planning, tax planning, portfolio management, regular reviews and advisor access.

Financial Planning

  • Retirement Planning & Saving
  • Tax Planning
  • College Savings
  • Debt Management
  • Employee Benefit Review
  • Insurance Needs
  • Estate Planning

Investment Management

  • Asset Allocation with Tax Location
  • Active Management with low-cost investments
  • Option Strategies
  • Performance Reporting

PVWM Client Website

  • Net Worth Overview
  • Investment Reports
  • Financial Plan Information
  • Spending Tool for Budgeting

Fees

  • 1.00% of assets managed with breaks above $1,000,000
  • For assets below $500,000, Base Financial Planning for $2,000/yr + 0.70% of assets

Investment Management Only

Portfolio management with tax-aware investing and advisor access.                                                                  

 

Financial Planning

  • None

 

 

 

 

Investment Management

  • Asset Allocation with Tax Location
  • Active Management with low-cost investments
  • Option Strategies
  • Performance Reporting
 

PVWM Client Website

  • Investment Reports                            

Fees

  • 0.75% of assets managed with breaks above $1,000,000
  • For assets below $150,000, ETFs only and no options; min annual fee of $500

One-Time Financial Plan

One-time detailed financial plan and asset allocation recommendation.

 

Financial Planning

  • Retirement Planning & Saving
  • Tax Planning
  • College Savings
  • Debt Management
  • Employee Benefit Review
  • Insurance Needs
  • Estate Planning

Investment Management

  • Asset Allocation with Tax Location

                                                          

 

PVWM Client Website

  • Net Worth Overview
  • Financial Plan Information

 

Fees

  • $3,750 for Net Worth under $2,000.000
  • Additional fees for higher Net Worth and  complexity