That starts with understanding your meaning, purpose, and priorities through a priorities survey and discovery conversations. It creates clarity around what gives your life meaning, both individually and as a family. All using values-based frameworks to guide financial decisions.
Most financial plans start with the money. Ours starts with a conversation about your life. Before we talk about your finances, we want to understand what matters most. Your family. What you're building. The life you want to be living now, and the one you want to be living in the years ahead. From there, we build a financial strategy around those priorities, not the other way around.
Your portfolio is designed to pursue your investment objectives in the current market environment and adapt as conditions change. FWS manages investments through a regime-based framework. We assess the current macro environment and position portfolios to perform across a range of conditions, rather than betting on a single forecast. After-tax outcomes factor into every decision from the start.
Tax and estate decisions are too important to leave uncoordinated. FWS works alongside your CPA and estate planning attorney to keep your full financial picture coordinated. Tax planning stays proactive. Estate documents stay current. Charitable giving is integrated into the broader strategy. Every professional on your team working from the same page.
Some of the most important planning happens through conversation. We help families talk through what matters most, navigate life transitions, and create space for meaningful discussions around values, responsibility, and legacy. Offered when families are ready. Never required. Always tailored.
A trusted guide who stays with you through every stage of life, so you can live with clarity and intention.
Financial planning, investment management, tax coordination, estate planning alignment, family conversations, and coordination with your CPA, estate attorney, and other professionals. Coordinating across every dimension of your financial life is part of the service, not an add-on. We do not receive compensation from referrals or from any third-party professionals.
Based on assets under management, typically 1.00% on the first $1 million, declining at higher asset levels.
AssetMark platform and underlying investment management, typically 0.30% to 1.05% annually combined, depending on strategy selection.
Typically 1.2% to 1.8% annually. For standalone financial planning or specific project-based work, an hourly or predetermined flat fee may apply, scoped and agreed upon before any work begins. No commissions. No referral fees. No hidden charges. No surprises. All fees are fully disclosed before any agreement is signed. You will never be surprised by a fee or a commitment.
All fees are fully disclosed before any agreement is signed. You will never be surprised by a fee or a commitment.
Decisions come more easily. The noise quiets. You stop second-guessing and start showing up more fully. For the people who matter. For the moments worth being present for. For the life you actually want to live.
That is what a financial plan built around your life can make possible.
