Receive Your FREE Retirement Evaluation
Align all aspects of your finances with our patented
Custom Wealth Architect™ Planning Process which includes:
- Tax Return Analysis
- Investment Analysis
- Estate Plan Analysis
- Financial Independence Analysis
Empowering you to make informed decisions
and manage your wealth with confidence.
Who We Serve
Finding a financial advisor that meets your unique needs can be difficult. Our patented Custom Wealth Architect™ planning process, along with our team’s tenure and expertise, provide the most value to:
Investors at or near retirement, Owners of small closely held businesses, executives and physicians.
$1 million+ in Assets
Savers with over $1 million in investable assets, excluding real estate.
Comprehensive Planning & Coordination
People who value expert guidance because their retirement, tax, and estate plans are too important to be handled by anyone but an expert.
The first step to implement your ongoing Custom Wealth Architect™ Plan
Schedule Introductory Call
During this preliminary call, we’ll learn more about your situation to ensure it matches our expertise. After all, some of the best long-lasting relationships start with a simple conversation!Schedule Your Call
Foundation Dialogue Meeting™
After getting to know each other and determining it would be a beneficial relationship, we’ll get together in person (or virtually) for a 1-hour meeting where together, we will explore your specific objectives, concerns, and retirement goals in much more detail. In this meeting we will dive deeper into what’s important to you as it relates to your estate, investments, and financial independence planning.
The Strategic Blueprint Meeting™
With your Retirement Evaluation complete, we will deliver your Custom Strategic Blueprint™, which will serve as the foundation for your individual Custom Wealth Architect™ Plan. In simpler terms, we will review and discuss our observations to maximize your estate, optimize your investments, reduce your taxes, and enhance your financial independence.
What’s Next? Consider It
At the end of the process, we ask that you take the time to consider it. Custom Wealth Strategies are not built on quick transactions or short-term relationships. Our process is designed around your success. To maximize your success, implementing your Custom Wealth Architect™ Plan means we are hands-on, monitoring your progress for years, not just weeks or months.
Still Have Questions? Read On!
Absolutely! Custom Wealth Strategies has been delivering value to clients across the country for over two decades.
Our team is available to meet with clients regardless of their location. We can meet using Zoom video or simply over the telephone.
We charge a flat fee based on the complexity of your situation. Our transparent fee structure enables you to know exactly what to expect for a comprehensive financial plan covering estate planning, investment, taxes, and financial independence.
Our goal is to help you lower your taxes, invest smarter, and create reliable retirement income. This is all coordinated and led with an estate plan that secures your legacy.
Custom Wealth Strategies is careful about the number of clients we take on and the types of clients we serve. Working with a select group of clients allows us to focus on delivering the most value to that specific demographic, rather than trying to be all things to all people.
We specialize in retirement planning and have a narrow focus to help you retire comfortably and within your means.
We also recognize that income tax planning is a significant part of an overall financial plan and is often overlooked. Our team's background and experience provide the necessary expertise to create an optimized tax plan.
Phase 1: Schedule your Introductory Call
The purpose of this call is to answer your questions and ensure our expertise matches your needs
Resources And Events To Help Propel Your Success
Change Your Financial Future
Discover how Custom Wealth Strategies empowers you to make informed financial decisions. This video gives you a quick tour of our holistic approach and cutting-edge technology that enables smarter investing, effective saving, and intelligent debt management.......
Get Retirement Ready
Learn how you can get the most out of your retirement.