Wealth Management

A Complete Financial Partnership

What is Wealth Management?

Wealth Management

Our wealth management service is designed for individuals and families who want their financial life and investments managed by a team they trust. This is for you if you’re tired of going it alone on both creating a financial plan and managing your investments, or if you don’t even know where to start with that. From planning to execution, we help you make informed, educated decisions and take care of the details so you can focus on what matters most.   



You’ll get a team who provides proactive financial planning and advice along with regular check-ins so you can move forward with clarity and confidence no matter what life throws your way.

Wealth Management

How it works

01
R
Apply to work with a Defining Wealth advisor

Start by completing a brief questionnaire. This helps us understand your situation and whether this level of service is the right fit for your goals.

02
Create Your Financial Profile

Once accepted, you’ll receive access to RightCapital, our planning software, where you’ll upload financial documents and complete onboarding tasks to build your planning dashboard.

03
Kickoff Meeting

In this first meeting, we’ll get to know you, your values, and your vision for the future. This helps us ensure your plan reflects what matters most to you.

04
Discover & Design

We evaluate your full financial picture, including income, assets, equity comp, estate wishes, tax exposure, and long-term goals, to build a cohesive, personalized strategy.

05
Deliver & Implement

You’ll receive a clear financial plan, and we’ll begin managing your portfolio in alignment with your plan. Every investment decision supports your bigger picture.
We provide continuous guidance and support. Through regular strategy sessions and open communication, we help you stay aligned with your goals as life evolves.

06
Ongoing Support & Optimization

We monitor your portfolio and update your plan as life changes. You’ll have regular check-ins and access to your team for questions, decisions, or strategy adjustments throughout the year.

Our Investment Philosophy

Our investment strategy is grounded in research and built to support your goals through all market conditions. We focus on three core principles:

Diversification That Works Harder

We invest across a wide range of asset classes including U.S. and international stocks, bonds, inflation-protected securities, and more. A broad approach helps reduce unnecessary risk and smooth out your ride over time.

Evidence-Based Approach

Nobel Prize-winning data shows that Small, Value, and Profitable companies tend to outperform over the long run. When the market creates opportunity, we increase exposure to these categories to enhance performance without taking on unnecessary risk.

Tax Efficiency at Every Step

Every investment decision is made with after-tax results in mind. Your portfolio will be optimized to limit your lifetime tax liabilities and increase after-tax returns.
Schedule A Call

What We’ll Cover

Wealth Management includes full-service support in these areas:

Financial goals

Regular goal-setting and tracking to help you stay aligned and intentional.

Cash Flow

Customized systems to support spending, saving, and future planning.

Debt Strategy

Clear guidance on debt reduction or structuring based on your lifestyle and priorities.

Retirement Income

Planning for financial independence, cash flow in retirement, and sustainable withdrawals.

Wealth Management

We manage your portfolio with a disciplined, long-term strategy built to support your plan.

Equity Compensation

Strategic planning for RSUs, ISOs, ESPPs, and employer stock with tax awareness.

Risk Management

Review and recommendations to help protect your assets and future income.

Tax Strategy

Forward-looking planning to help reduce taxes and optimize investment decisions.

Estate Planning

Ongoing guidance and collaboration with your estate attorney to align your legacy with your goals.

Charitable Giving

Philanthropic planning to help you give generously and effectively.

What We Help With

What’s included in Wealth Management?
You’ll receive a personalized financial plan, ongoing Wealth Management, and support across retirement, taxes, estate planning, equity comp, and more.
Do I get a custom plan?

Yes. After your Kickoff Call, your advisor will work through the financial planning process with you, ensuring all investment recommendations support your goals.

Is there a minimum to get started?
There is no hard minimum, but most clients in this service are managing or accumulating toward $1M or more in assets.
What investment approach do you use?
Our strategy is diversified, evidence-based, and tax-aware. We aim to build portfolios that perform over the long term and align with your financial plan.
Do you help with taxes and estate planning too?
Yes. We provide guidance in these areas and coordinate with your CPA or attorney as needed to ensure your full plan works together.

Pricing

Our fees are based on assets under management.

The financial planning fee is waived once more than $750,000 is managed.

Annual fee is not blended. You move up full tiers as AUM grows.

Assets Managed

Annual Fee
$0 – $1,500,000 1.00%
$1,500,000 – $3,000,000 0.80%
$3,000,000 – $5,000,000 0.70%
$5,000,000- $10,000,000 0.60%
$10,000,000+ Negotiable

Fees are billed monthly from your investment accounts.