LGBTQ Wealth Planning
No reviews yet · Serves Nationwide · Specializes in Equity Compensation, HENRYs (High Earners, Not Rich Yet), High Net Worth Individuals
LGBTQ Wealth Planning is an independent, LGBTQ-affirming financial planning firm serving clients virtually nationwide.
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- Charitable Giving
- Education Planning
- Estate Planning
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Investment Management
- Life Transition Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Real Estate Advisory
- Retirement Planning
- Stock Option Planning
- Tax Loss Harvesting
- Tax Planning & Strategy
- Wealth Management
Pricing
- Ongoing Financial Planning & Investment Management — $400–$1,000 monthly
- Hourly Financial Planing — $200–$250/hour