Financial planning

The cornerstone of our approach, every client engagement begins with the creation of a comprehensive financial plan designed to maximize the impact of your wealth.

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You have questions.
We have answers.

"How much do I need to retire early?"

"How do I minimize my taxes?"

"Should I have trusts in place to protect my assets?"

"Can I be more strategic with debt?"

"Are we spending too much?"

"How do I manage my employee stock options?"

"Can I afford to give money to my _______________?"

"How do I best support the charities and causes important to me?"

You are unique.
And so are your finances.

Our CFP and JD/LLM credentialed advisors work collaboratively with you to help understand and optimize your family’s finances.

Comprehensive planning for successful families

The pillars of our approach

A deep understanding

We develop a thorough understanding of your current financial situation and how you wish to deploy your wealth in the future.

A custom solution

With this information guiding us, we build a comprehensive plan and customized investment portfolio to help you achieve your goals.

We are fiduciary advisors on a mission to change the way HNW investors receive and pay for sophisticated financial advice.

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Our process

Bespoke financial plans for HNW families

01. Understand

We begin our process by gaining a true understanding of your unique circumstances. This results in a comprehensive balance sheet and set of cash flows informed by your concerns and goals for the future.

02. Design

With your unique details guiding us we design a comprehensive set of financial projections that identifies what your portfolio needs to accomplish, and informs the various wealth planning strategies beneficial to you.

03. Build

With your plan as our guide, we construct a custom, tax efficient investment portfolio designed to maximize your expected risk-adjusted return.

04. Manage

Oversee the portfolio on a go-forward basis - rebalancing and tax loss harvesting on frequent intervals, all while working with you and your other trusted advisors (CPA, estate attorney, etc.) to implement your financial plan.

05. Refine

Continually update your financial plan as your world changes to identify new financial planning and investment opportunities.

Our process revolves around you. And only you.

STEP 01

Understand

STEP 02

Design

STEP 03

Build

STEP 04

Manage

STEP 05

Refine

01. Understand

02. Design

03. Build

With your plan as our guide, we construct a custom, tax efficient investment portfolio designed to maximize your expected risk-adjusted return.

04. Manage

05. Refine

Continually update your financial plan as your world changes to identify new financial planning and investment opportunities.

Our process revolves around you. And only you.

STEP 01

Understand

STEP 02

Design

STEP 03

Build

STEP 04

Manage

STEP 05

Refine

Schedule a confidential introductory discussion

Join us and experience the Wedmont difference

“Wedmont is truly an innovator in the delivery of financial advising services. We are confident we are getting the best unbiased advice and service in the market. And with their flat fee model, we are keeping more of our returns invested for further growth.”

Brian, Wedmont Client**

Massachusetts

"Wedmont has built me an excellent portfolio and my advisor has been incredibly patient with me. He has created multiple retirement simulations to really give me an idea of how and when I could retire. I highly recommend Wedmont without reservations."

Ramin, Wedmont Client**

Colorado

“My wife and I have been delighted with our decision to select Wedmont as our financial advisor. We are receiving Goldman level service at Vanguard pricing. The flat fee brought us to Wedmont, but the service keeps us there.”

Thomas, Wedmont Client**

Florida

“We were drawn to Wedmont by the extraordinary cost savings of their flat fee model; we've stayed because of the excellent personalized service. Their investment savvy has grown our nest egg while dramatically reducing our taxes on gains. Hiring Wedmont was a great decision that has us feeling calm and confident as we prepare for retirement and beyond.”

Katherine, Wedmont Client**

Massachusetts

“Our experience working with Wedmont has been fantastic. I’ve recommended Wedmont to so many of my friends and will continue to do so.”

Michael, Wedmont Client**

Virginia

“I spent a long time looking for financial advisors who provided comprehensive advice and planning, were accessible, were true fiduciaries, and didn’t charge fees based on the size of my portfolio. Wedmont met all my criteria, and the team have exceeded my expectations. I have full confidence in Wedmont and could not recommend them more highly.”

Elizabeth, Wedmont Client**

Pennsylvania

“My experience with Wedmont has been outstanding! My advisor is knowledgeable, professional, personable, and a good listener who understands my concerns and priorities. The advice has been thoughtful and balanced with both the short and long-term horizon in mind. I feel totally confident in my choice to use Wedmont.”

Philip, Wedmont Client**

New York

“We had self-managed for years, but frankly (and fortunately) our situation became too complex. After interviewing multiple advisors over a year, we ultimately chose Wedmont. They’ve offered a perfect blend of high touch service and investment guidance grounded in fact-based research, and do so for a fair and appropriate fee. We’re huge fans and deeply appreciative.”

Steven, Wedmont Client**

Florida

“The Wedmont team provides a great service. They are very knowledgeable and experienced in financial planning and investment management. I trust them whole heartedly. They give me peace of mind. I am so pleased with Wedmont that I continue to refer friends.”

Mark, Wedmont Client**

California

**This testimonial was provided by a current client. The client was not compensated, nor are there material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.