FEATURED IN:

  • Maybe you want to know your freedom date.

  • Maybe you need a thought partner.

  • Maybe you're too busy.

  • Or, maybe you just want to leverage an expert.

  • "Give me a place to stand, and a lever long enough, and I will move the world."

    Archimedes

Schedule

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:

  1. Attain time and financial freedom in their own lives

  2. Use that freedom to benefit their communities

  3. 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

  • All engagements start with a financial plan covering the six areas in our planning process. We charge a flat, one time planning fee upfront so that you can experience the difference before making a long term decision. Furthermore, we will waive half of our planning fee if you decide to move to Phase 2.

  • Our flat fee, ongoing wealth management includes both financial planning and investment management. We have a service calendar designed to discuss all major financial planning topics throughout the year, and pivot as life changes. All while managing your investments to the plan in a cost and tax efficient manner.

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.