Our Wealth Management Services
And the benefits they can bring you.
At Acorn Consulting, our approach to wealth management is built on the holistic philosophy that your wealth should be aligned to enable your life — not the other way around.
As an independent wealth management firm, we'll work with you to discover how you can use your wealth to achieve greater fulfillment, security and integrity — both today and in the future. We'll take the time to examine not only your financial goals, but also your dreams and desires. Then, we’ll create a wealth management plan that integrates your financial resources with your life objectives. The result is not a single, rigid solution, but rather a vital, ongoing process that places your wealth at the service of your life. We call this financial wellness.
We strategically partner with SEI Investments, a leading global provider of outsourced asset management and investment solutions, to help our clients create and manage wealth.
Choose from Three Platforms
Designed according to your unique needs.
Our holistic approach to investment advice.
- Goal-based planning services.
- Ongoing financial advice.
- Asset allocation services.
- Access to top investment firms.
- Industry-leading independent manager oversight and research.
Financial Arrangement: One tiered fee schedule based on a percentage of investments under our supervision.
Customized Financial Plan for multiple goals and more complex circumstances.
- Customized discovery, analysis and document review.
- Comprehensive plan preparation.
- Coordinated plan implementation.
- Interactive planning portal.
Financial Arrangement: Separate fee based on adjusted net worth and complexity of circumstances.
You and your family will receive all of the services listed under the preceeding service platforms, plus, we will:
- Coordinate your life and legacy objectives.
- Assist with generational wealth transfer.
- Collaborate with your team of specialists to ensure the integrity of your plan.
- Maintain an advocacy role.
- Assist representatives in their roles as trustee and executors.
Financial Arrangement: A wealth platform fee based on adjusted net worth and complexity of circumstances, along with a tiered fee schedule based on the percentage of assets under our supervision.
And see which platform makes the most sense for you.