You Want a Different Type of Advisor
Expert. Independent. Flat Fee.
One who can act as a lever, making normally difficult things easy.
Welcome!
Lever Wealth Management is the financial advisor for individuals who scare other financial advisors. We provide full service Wealth Management for inquisitive, detailed, and successful families who want to do the following:
Attain time and financial freedom in their own lives
Use that freedom to benefit their communities
Instill stewardship into the next generation
Incentives drive outcomes, and I can assure you Wall Street’s incentives are not aligned with yours. We exist to help right this wrong.
We are completely independent so you know we work only for you, not some faceless financial institution. We charge one flat, transparent fee so you know there are no incentives to make a commission or sale at your expense. We are boutique by design, serving a purposefully small number of clients deeply so you know we actually have time for you.
Finally, you can rest easy knowing we are one of the few firms that don’t pick and choose when to work in your interest. We are always fiduciaries.
What is Full Service Wealth Management?
Financial Planning
Early & Traditional Retirement Planning
Retirement Tax Optimization & Reduction
Roth Conversion Modeling
Estate Analysis & Next Generation Planning
Employee Benefits & Tax Return Review
Stock Option Planning & Tax Optimization
Risk Management & Insurance Planning
Charitable Giving Strategies
Consistent & On Demand Meetings
Education Savings
Beneficiary & Title Review
Investment Management
Family Specific Portfolio Construction
Tax & Cost Efficient Investing
Proactive Tax Loss Harvesting
Strategic Asset Location
Ongoing Monitoring & Thoughtful Rebalancing
Modern, Intuitive Client Platform
Cash Flow Immunization
Consideration of Private Assets and Real Estate
Access to Separately Managed Accounts
Alternative Investments
Simple, Transparent Engagements
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Dedication to finding your freedom date and optimizing your investment strategy. Ongoing financial planning and investment management as listed above.
Flat $500 per month billed from investment accounts or ACH. No Asset Minimums or Assets Under Management Fee.
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Dedication to tax efficient retirement income distribution, and properly aligning all investment portfolios with those goals. Ongoing financial planning and investment management as listed above.
Flat $750 per month billed from investment account or ACH. No Asset Minimums or Assets Under Management Fee.
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Planning for High Net Worth families who have estate tax issues, private investments and complex financial lives. Ongoing financial planning and investment management as listed above.
Flat Fee: $15,000-$35,000/yr
Book an appointment.
No pressure 30 minute virtual call to see if we are a good fit for you, and you are a good fit for us.