Enlightening Your Financial Future
At WealthWorth, we understand the value of hard work, education, and the importance of treating everyone with respect. These concepts are the pillars of our approach to client service. We dedicate our time and attention to helping our clients work toward financial independence, lifestyle enhancement, and wealth creation. We strive to provide everything our clients need and nothing that they don’t – educating each client on only the strategies and solutions that make sense for their specific situation.
Choose How to Garden
Our Wealth Management services are designed to meet you where you are at and grow with you.
Gardening™ is the term we use to describe our financial planning process that incorporates your personal goals (WealthSeeds™) as well as your wealth position to help you achieve your desired WealthWorth.
Gardening™ Plan
This is for the person that exclusively wants customized financial planning with no investment management. Pricing varies depending on the scope of your specific situation.
Gardening™ Portfolio
This is for the person that exclusively wants investment management without a formal planning process. Pricing is based on assets under management (AUM), you’ll pay a flat fee with tiered discounts starting at $1 million AUM.
Gardening™ Plus
This is for the person who wants to have it all- planning + investments. Pricing involves a discounted Gardening Plan plus AUM fee for on-going investment management.
Gardening™ Foundations
This is for the person who prefers a do-it-yourself approach with access to financial planning technology and an annual discussion with an experienced financial planner. Pricing is a flat monthly subscription fee.
Enlightening Your Financial Future
At WealthWorth, we understand the value of hard work, education, and the importance of treating everyone with respect. These concepts are the pillars of our approach to client service. We dedicate our time and attention to helping our clients work toward financial independence, lifestyle enhancement, and wealth creation. We strive to provide everything our clients need and nothing that they don’t – educating each client on only the strategies and solutions that make sense for their specific situation.
Choose How to Garden
Our Wealth Management services are designed to meet you where you are at and grow with you.
Gardening™ is the term we use to describe our financial planning process that incorporates your personal goals (WealthSeeds™) as well as your wealth position to help you achieve your desired WealthWorth.
Gardening™ Plan
This is for the person that exclusively wants customized financial planning with no investment management. Pricing varies depending on the scope of your specific situation.
Gardening™ Portfolio
This is for the person that exclusively wants investment management without a formal planning process. Pricing is based on assets under management (AUM), you’ll pay a flat fee with tiered discounts starting at $1 million AUM.
Gardening™ Plus
This is for the person who wants to have it all- planning + investments. Pricing involves a discounted Gardening Plan plus AUM fee for on-going investment management.
Gardening™ Foundations
This is for the person who prefers a do-it-yourself approach with access to financial planning technology and an annual discussion with an experienced financial planner. Pricing is a flat monthly subscription fee.
