As a Registered Investment Adviser (RIA), Wealth Ease Wealth Management upholds the fiduciary standard — the highest level of care in our industry —putting your best interests first at all times. Our CFP® and AIF® credentials further reinforce this commitment to prioritizing your financial goals above all else. Effective wealth management can be complex, however, by choosing an RIA firm like ours — with a CPA on staff — you gain the advantage of integrated expertise. This means coordinated guidance on both your investments and tax considerations, helping to pursue growth and preservation of your wealth while exploring ways to manage potential tax impacts strategically over time. Having tax insights available in-house supports more seamless, holistic planning that aligns your overall financial picture. By entrusting your financial future to Wealth Ease Wealth Management, you access personalized strategies designed to simplify your life and support your long-term well-being.
The Wealth Ease Process
At Wealth Ease Wealth Management (WEWM), we provide comprehensive investment management services to all clients. As your wealth grows, so do the complexities associated with financial planning. The Wealth Ease Process is an optional premium service tailored to clients with over $250,000 in investable assets. This service extends beyond investment management to encompass tax planning, conducted by a certified public accountant (CPA), and estate planning, prepared by an experienced estate planning attorney.
Please note that the Wealth Ease Process incurs additional costs beyond standard investment management fees. Due to the personalized nature of each client's financial situation, the exact cost will vary.
Here's a breakdown of what you can expect when participating in the Wealth Ease Process:
- Investment Management: We take the reigns. We will manage your portfolio on your behalf.
- Comprehensive Financial Plan: We develop a detailed yet easy-to-understand financial plan aligned with your specific goals.
- In-Depth Tax Planning: We collaborate with a trusted CPA to conduct a thorough tax analysis and develop a tax strategy to minimize your tax liability.
- Estate Planning: We partner with a qualified estate planning attorney to create an estate plan that ensures your assets are distributed efficiently and in accordance with your wishes.
WEWM has carefully vetted CPAs and attorneys to assist our clients with the Wealth Ease Process. Participants in this program are required to utilize one of the approved professionals from our list. If your current CPA or attorney wishes to be considered for inclusion, please have them contact us to schedule an interview.