We offer transparent, competitive fee structures tailored to your service level. Our wealth management services typically charge between 0.5% to 1.5% annually on assets under management, depending on portfolio size and complexity. One-time consultations start at $299. Tax preparation fees vary based on return complexity. All fees are disclosed upfront with no hidden charges, surprise costs, or lock-in contracts. We believe in earning your continued business through results, not contractual obligations.

We proudly serve clients at various wealth levels. While our full-service wealth management program typically requires a minimum of $100,000 in investable assets, we offer entry-level consultation packages starting at just $299 for those beginning their financial journey. Our goal is to establish long-term relationships that grow alongside your accumulating wealth, so we welcome clients who may start smaller but have strong growth potential and commitment to financial discipline.

Security is paramount in everything we do. We employ bank-level 256-bit AES encryption for all data transmission and storage, multi-factor authentication for account access, and undergo annual SOC 2 Type II security audits. Our systems are monitored 24/7 by cybersecurity professionals, and we maintain cyber insurance coverage exceeding industry standards. We never share your information with third parties without explicit consent, and all employees undergo rigorous background checks and ongoing security training.

Absolutely! Many of our best clients came to us with scattered accounts across multiple institutions. We specialize in consolidation analysis, helping you understand whether consolidating makes sense given your specific situation. If consolidation benefits you, we handle the entire transfer process seamlessly, including handling paperwork, coordinating with previous custodians, and ensuring no adverse tax consequences during transitions. Even if you prefer keeping certain accounts separate, we can still provide comprehensive oversight and coordination.

Communication frequency is customized to your preferences and needs. Most full-service clients receive quarterly formal review meetings (in-person or video), monthly performance reports, and ad-hoc availability whenever questions arise. Major life events—marriage, home purchase, job change, inheritance—trigger immediate strategy sessions. Our client portal provides 24/7 real-time portfolio access, document vault, secure messaging, and educational resources. You're never in the dark about your financial status.

Yes, we have a dedicated practice area serving business owners, entrepreneurs, executives with compensation packages including stock options, and self-employed professionals. Our services encompass business entity structuring optimization, qualified retirement plan design (401(k), SEP IRA, Defined Benefit), key person insurance planning, buy-sell agreement funding, business valuation considerations, succession planning, and the critical intersection of business and personal financial strategies. We understand the unique challenges and opportunities facing business ownership.

Getting started is simple and obligation-free. Complete our online booking form, call us directly, or send an email expressing your interest. Within 24 hours, a member of our team will reach out to schedule your complimentary initial consultation—typically conducted via video call for convenience, though in-person meetings are available at our Dyersburg office. This discovery conversation helps us understand your situation and allows you to assess whether our approach resonates with your expectations. No pressure, no sales tactics—just an honest conversation about your financial future.