Willow Financial offers tailored wealth management solutions, continuous portfolio supervision, and comprehensive financial planning for individuals, high net worth individuals, trusts, and estates. Operating as a registered investment advisor, Willow Financial acts in a fiduciary capacity, designing investment strategies using exchange-traded funds and mutual funds, alongside independent managers when appropriate. The firm's wealth management services integrate financial forecasting, tax efficiency analysis, retirement planning, insurance reviews, and estate mapping. Financial planning is typically provided as part of the wealth management relationship or on a standalone hourly basis through its Pathway division. Willow Financial generally does not impose a minimum relationship size, ensuring accessibility for diverse clients seeking personalized guidance.
Fee Structure
Willow Financial charges annual wealth management fees ranging from $5,000 to $40,000. Fees are calculated based on the size and complexity of the services provided and your household's unique situation. Fees are paid quarterly in advance, and a custom scope of work is established before your agreement begins.