Experience Your Wealth provides comprehensive financial planning and investment advisory services to individuals and families. The firm offers one-time and ongoing financial planning, project-based financial planning, and oversight of independent third-party money managers. Experience Your Wealth specializes in holistic wealth management, covering topics such as cash flow management, debt management, tax planning strategies, college funding, estate planning, retirement planning, investment analysis, insurance review, and business planning. The firm typically works with clients who have an income exceeding $400,000 annually and a net worth over $2,000,000. Experience Your Wealth employs passive investment strategies, recommending low-cost, tax-efficient mutual funds and exchange-traded funds, and does not accept commissions or referral fees.
Fee Structure
Experience Your Wealth does not charge a direct fee for investment management. Instead, investment management and oversight of third-party money managers is included as part of their ongoing comprehensive financial planning relationship. Clients pay the third-party money manager's fee directly.
