Reconstructing Wealth
No reviews yet · Serves Nationwide · Specializes in Business Owners/Entrepreneurs, HENRYs (High Earners, Not Rich Yet), High Net Worth Individuals
We help high capacity families align money with purpose so it fuels their mission.”
Services
- 401(k) & IRA Management
- Asset Allocation
- Business Succession Planning
- Cash Flow Management
- Charitable Giving
- Debt Management
- Education Planning
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Family Office Services
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Investment Management
- Life Transition Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
- Risk Management
- Social Security Planning
- Stock Option Planning
- Tax Planning & Strategy
Pricing
- Hourly Rate — $300/hour
- One-Time Financial Planning Fee — $1,500 one-time
- Flat Fee/Retainer — $250 one-time
- Percentage of Assets (AUM) — 2%–0.75% of AUM