Tax and
Risk Efficient
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Why would you pay 1% or more for Wealth Services without these four core elements?
A Fiduciary Promise
Read oursWhat can you expect from WealthFactor? We are a team of real experts committed to helping you steward your wealth well, always with your best interest first.
Bill Woodruff
WealthFactor Managing Director, CIO
A Team of Experts & Planners
Bill Woodruff, CAIA
Peter Buss, CPA
Tony Cortina, CFP®
Alan Ford
Holistic Wealth Services
Wealth Plan
Pricing: $5,500 and up
Our planner(s) and experts will craft a personalized holistic Wealth Plan.
Access to Subject Matter Experts
Dedicated Wealth Planner
Holistic Wealth Plan
- Financial Plan
- Investment Plan
- Tax Plan
- Estate Plan
Reporting and Administration
Comprehensive Management
Wealth Management
0.19 - 0.89% on assets
Ongoing access to your team of planner(s) and experts. We’ll steward your wealth.
Access to Subject Matter Experts
Dedicated Wealth Planner
Holistic Wealth Plan
- Financial Plan
- Investment Plan
- Tax Plan
- Estate Plan
Reporting and Administration
Comprehensive Management
Tailored Investing
Too many investors receive cookie-cutter models.
While ETFs are great investment tools and should be used in many cases being limited to them misses opportunities to optimize for tax and risk.
Recent Insights
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