Our apologies as our Wealth Advisor’s do not take new clients under $300,000 in investable assets as it is not advantageous to you to pay our quarterly minimum fee of $1,000. In the meantime, while you are accumulating and growing your wealth we have a few free resources to offer you including scheduling an hourly consulting session with Justin Pitcock who is CERTIFIED FINANCIAL PLANNER™ Professional and one of our expert Wealth Advisors.

Do you want advice on how to get out of debt, save for the future, and build your wealth?

Download our Investor’s guide to your first $100,000 for free – Includes a printable roadmap to help you get there.

Do you need a budget?

We recommend YNAB if you are looking for a budgeting app.

How to find a Certified YNAB coach? 

Still looking to find your right-fit advisor?

We recommend that you look for an advisor that has smaller minimum fees or hire an advisor who charges hourly.

You can schedule an appointment to meet with Justin Pitcock to meet from 5:00pm-6:00pm virtually on Tuesdays and Thursdays for $275.00.

Click to schedule a free intro call first.