Eric Ross
No reviews yet · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, Equity Compensation
Modern wealth management integrating financial planning, tax planning, and investment management to help you live your best life.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Cash Flow Management
- Charitable Giving
- Education Planning
- Equity Compensation
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Exit Planning
- Family Office Services
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Individual Tax Preparation
- Insurance Planning
- Investment Management
- Life Transition Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Real Estate Advisory
Pricing
- Flat Fee — $2,500–$10,000 one-time
- AUM-Based Fee — 1% of AUM