Our Services
Ready to make the most of your finances?
Schedule an appointment with our Baltimore-based financial experts today.
We’ll help you explore investment opportunities and strategies tailored to your unique needs and goals.
Wealth Management Services
For individuals, families and businesses
Fees: 1% annually* (or less)
We specialize in creating personalized investment strategies that align with your financial goals and adapt to life’s changes. Our active management ensures your portfolio remains on track, responding to both your evolving needs and market conditions. While there’s no account minimum for Baltimore City residents, we recommend starting with at least $5,000 to effectively implement our strategies.
*Fee only applies to funds and assets transferred to us, and managed by us, not your total net worth. Fee is applied quarter, after the quarter is over, 0.25% quarterly (or less).
Strategic Financial Planning
Accredited investors, trusts, and businesses only
Fees: $1000/year
We help align your trust, business accounts, or annuities with your capital needs and goals. Our strategies focus on achieving the right balance of risk and liquidity, to support long-term growth and stability, while positioning to maximizing capital appreciation.
**Fee only applies to accredited investors, trusts, non-profits and businesses.
Strategic Financial Planning is included in Wealth Management Services for individuals and families with no additional fee.
Community Financial Advice
For everyone
Fees: FREE (for Baltimore area locals)
Empowering our community with free, personalized financial guidance. Whether you need help refining your budget, understanding insurance documents, or strengthening your business plans, we’re here to support your journey toward financial success. Let us help you build a solid foundation for a brighter future.
***Clients outside of the Baltimore area may receive Community Financial Advice subject to availability, for a nominal fee.
Community Financial Advice is included with Wealth Management Services and Strategic Financial Planning with no additional fee.
