Wealth Management Premium Service

Wealth Management For Generations

Comprehensive investment strategies, personalized advice, and sophisticated solutions to help you achieve your financial goals.

Explore Investments Meet Our Advisors

$150B+

Assets Under Management

100K+

Wealth Clients

98%

Client Retention

$150B+

Assets Under Management

100K+

Wealth Clients

500+

Financial Advisors

98%

Client Retention Rate

Investment Solutions

Sophisticated Investment Strategies

Tailored investment solutions designed to meet your unique financial objectives

Managed Portfolios

Professionally managed, diversified portfolios aligned with your goals

0.25% annual fee

Personalized asset allocation
Tax-loss harvesting
Automatic rebalancing
$10,000 minimum

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Self-Directed Investing

Take control of your investments with our powerful trading platform

$0 commissions

Stocks, ETFs, options trading
Real-time market data
Advanced charting tools
No account minimum

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Retirement Planning

Comprehensive retirement solutions for your golden years

IRAs starting at $0

Traditional & Roth IRAs
401(k) rollover assistance
Retirement income planning
No account fees

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Exclusive Benefits

Wealth Tiers

Enhanced benefits and personalized service based on your relationship value

Standard

$50K+ invested

Dedicated financial advisor
Quarterly portfolio reviews
Complimentary financial plan
Priority phone support

Premier

$250K+ invested

Senior wealth advisor
Monthly portfolio reviews
Estate planning services
Tax optimization strategies
Reduced fees (0.20%)

Private Wealth

$1M+ invested

Dedicated family office team
Custom investment strategies
Access to private equity
Philanthropic advisory
Concierge services

Strong, Consistent Performance

Our actively managed portfolios have consistently outperformed benchmarks

+12.4%

1-Year Return

vs S&P 500 +10.2%

+35.2%

3-Year Return

vs S&P 500 +31.8%

+82.5%

5-Year Return

vs S&P 500 +75.3%

*Past performance does not guarantee future results

Expert Guidance

Meet Our Wealth Advisors

Experienced professionals dedicated to your financial success

Sarah Johnson

Senior Wealth Advisor

20+ years experience | CFP® | CFA

Retirement Planning Estate Planning

Schedule Meeting →

Michael Chen

Private Wealth Manager

15+ years experience | CFP® | CPA

High Net Worth Tax Strategy

Schedule Meeting →

Jennifer Williams

Investment Strategist

18+ years experience | CIMA® | PhD

ESG Investing Asset Allocation

Schedule Meeting →

Alternative Investments

Diversify your portfolio with exclusive alternative investment opportunities

Private Equity

Minimum $250K

15.2% IRR

Real Estate

Minimum $100K

12.8% IRR

Hedge Funds

Minimum $500K

10.5% IRR

Schedule a Consultation

Speak with a wealth advisor about your financial goals

Our advisors typically respond within 24 hours

Wealth Insights

Expert perspectives on markets, investing, and wealth planning

Market Outlook

2024 Market Outlook: Opportunities Ahead

Our investment committee shares insights on key themes shaping markets this year.

Retirement

Maximizing Your Retirement Savings

Strategies to boost your nest egg and reduce tax liabilities.

Sustainable Investing

ESG Investing: A Growing Trend

How environmental, social, and governance factors drive returns.

Start Building Your Legacy Today

Partner with FinApp Wealth Management to achieve your financial aspirations.

Schedule Consultation View Our Strategies