How we grow your personal wealth
Are you a tenured tech professional? Do you work at Amazon or Microsoft? Are you planning to retire soon? At Consilio Wealth Advisors, we implement a structured plan and offer a range of services to meet your goals.
Snapshot of Our Services
A glimpse of our services—but we have more in store to get you on track.
Financial Planning
Retirement Analysis
Cash Flow Analysis
Education Planning
Employee Benefits Optimization
Debt Strategies
Risk management planning
Tax Planning
Annual tax projections
Guidance on charitable giving and gifting strategies
Collaboration with your CPA or tax professional
Strategic Roth conversions and Roth recommendations
Long-term tax efficiency vs. short-term tax savings
Deep integration of tax planning and investments
Planning around Medicare Part B and D premium surcharges
Bonus Perks
Quick access to our expert team
Help assess job offers and job changes for benefits and tax opportunities
Access to preferred lending solutions
Access to lines of credit, collateralized by investments at preferred rates
Maximize Social Security benefits
Ready To Get Started?
We invite you to schedule a call! Ask ANY questions you may have, and we’ll ask what’s important to you.
PHASE 1 - DESIGN
Our team will help design your customized financial plan. Over a series of strategy meetings, we’ll review your situation & goals, model how different scenarios affect outcomes, and help educate you on your options.
You’ll receive a written document containing specific and actionable recommendations that encompasses everything from tax strategies, employer benefits changes, investment allocation, education funding, concentrated stock analysis (and more).
The cost of Phase 1 planning is $4,950. Payable in 3 equal installments of $1,650.
PHASE 2 - BUILD
You have a decision to make after Phase 1. Do I implement these recommendations on my own? Do I want an ongoing relationship focused financial planning, and to help implement the findings from Phase 1?
In Phase 2, our team will help implement the recommendations from Phase 1, in coordination with your other advisors (CPA, attorney, etc). We will create an ongoing review schedule to make sure your plan stays on track.
Investment and financial planning costs range from 0.35%-1.30% per year on assets managed by our firm, with a minimum annualized cost of $11,500. Click here to see the full cost structure.
At this point you probably just have one burning question: Are you a Fiduciary?
Yes, we are. We do not receive any commissions from investment product sales and our entire engagement is based on the Fiduciary standard. Seriously, there are advisors out there who receive commissions to sell you stuff? Yuck.
In addition to this, ALL of our advisors are CERTIFIED FINANCIAL PLANNER™ professionals (the way it should be), and many of our team members hold or are in pursuit of other advanced planning designations. Because, frankly, we’re all total planning nerds.
Ready to develop a plan to grow your personal wealth and achieve financial independence?
👋 Wave goodbye to the days of uncertainty and financial FOMO (Fear of Missing Out).