Services
Services
Smart. Simple. Transparent.
Smart. Simple. Transparent.
Option 1
Ongoing Planning + Investment Management
The service option designed to simplify your entire financial life, freeing you up to focus on what matters most.
Together, we’ll come up with your financial Blueprint.
REWealth will manage your investable assets in line with your goals to help you stay on track.
We’ll walk you through everything. You’ll have unlimited support and regular check-ins to make sure you’re on the right path.
Onboarding Phase: Year 1, Building your Comprehensive Financial Blueprint
We'll provide a comprehensive financial plan as the culmination of 5 onboarding meetings:
- Introductory call (get to know each other) ⇓
- Discovery meeting (get to know your goals and circumstances) ⇓
- Get Organized (get to know your current path) ⇓
- Explore Opportunities (get to know the possibilities) ⇓
- Plan Delivery (get to know your personalized financial success Blueprint) ⇓
Put investing on cruise control with REWealth. We'll:
- Open the investment accounts best suited to your goals (held at Charles Schwab)
- Create a custom asset allocation for each goal
- Transfer existing assets into these shiny new accounts
- Handle the investments and rebalancing
Plan Maintenance Phase: Years 2+, Implementing your Blueprint, Monitoring Progress, and Modifying as Life Happens
We'll accomplish a ton in the first year, but it doesn't stop there. Equipped with a plan, the next step is maintenance - staying the course.
We'll meet regularly, tweak as needed, and remain available for impromptu meetings when life happens. With ongoing financial planning, you'll always have someone in your corner.
- Ongoing Planning is a flat $5,000 per year (plus a one-time $1,250 onboarding fee in Year 1)
- The separate Investment Management fee is calculated as:
$0 - $500k: 1%
$500k - $2m: .7%
$2m - $5m: .5%
$5m+: .3%
Investable asset minimum for Ongoing Planning clients is $20,000.
Option 2
Ongoing Planning
The service option for the investments DIYer. You’re looking for a plan and an advisor in your corner who can help you implement the plan.
Together, we’ll come up with your financial Blueprint.
We’ll walk you through the entire plan and help you stay on-track over time with unlimited support and regular check-ins.
We’ll advise on asset allocation and you’ll handle the investment implementation and management.
Onboarding Phase: Year 1, Building your Comprehensive Financial Blueprint
We'll provide a comprehensive financial plan as the culmination of 5 onboarding meetings:
- Introductory call (get to know each other) ⇓
- Discovery meeting (get to know your goals and circumstances) ⇓
- Get Organized (get to know your current path) ⇓
- Explore Opportunities (get to know the possibilities) ⇓
- Plan Delivery (get to know your personalized financial success Blueprint) ⇓
Plan Maintenance Phase: Years 2+, Implementing your Blueprint, Monitoring Progress, and Modifying as Life Happens
We'll accomplish a ton in the first year, but it doesn't stop there. Equipped with a plan, the next step is maintenance - staying the course.
We'll meet regularly, tweak as needed, and remain available for impromptu meetings when life happens. With ongoing financial planning, you'll always have someone in your corner.
- Ongoing Planning is a flat $5,000 per year (plus a one-time $1,250 onboarding fee in Year 1)
Option 3
Investment Management
The service option for the (semi-) traditional investor. You’ve got a game plan under your belt and have saved diligently, but trading and rebalancing feel like chores you’d rather not manage.
You’ll have unlimited support and occasional check-ins to make sure you’re on the right path.
For planners and savers who want one less thing to think about.
Together, we'll come up with a modified Blueprint that focuses on your investment goals, their time horizons, and your risk profile. Then, we'll create asset allocations to match those goals and handle the rebalancing to help you stay on track.
Implementation will be "tax-aware" (meaning we'll also advise on asset location). And when it comes time for distributions, we'll strategize to avoid running out of money in retirement, minimize taxes, and remain compliant when distributions are required.
- The Investment Management fee is calculated as:
$0 - $500k: 1%
$500k - $2m: .7%
$2m - $5m: .5%
$5m+: .3%
Investable asset minimum for non-Planning clients is $100,000.

Investment management done right

Risk Profile
Investment portfolios aligned with your risk tolerance and timeline for needing the funds.

Al(location)
Build a diversified portfolio (allocation) and hold assets in the right accounts (location).

Discipline
Don't get caught up in market headlines or emotional ups-and-downs. Automate contributions and make objective decisions.

Taxes
Taxes are never fun, but are crucial in any financial decision. Keeping the IRS in mind, we aim to maximize returns while minimizing the tax bill.

Expenses
We use cost-efficient funds to construct diversified portfolios. We avoid load fees like the plague.

Long-Term
If it's cliché, it's for good reason: time in the market is more important than timing the market.