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  • 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
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A Different Type of Advisor.

Expert. Independent. Flat Fee.

We act as a structural lever, making complex financial engineering simple.

Lever Wealth Management is the financial advisor for people who scare financial advisors. We provide full service Wealth Management for inquisitive, detailed, and successful families with $5M+ in complex net worth for one transparent, flat annual fee.

Built on Institutional Experience.

Decoupled from Wall Street Conflicts.

Incentives drive outcomes, and Wall Street’s incentives are fundamentally misaligned with yours. Lever Wealth Management exists to right this wrong.

  • Absolute Independence: We are completely independent. We work exclusively for you, not some faceless financial institution.

  • Institutional Scale: While independent, we know we don’t know everything. Therefore, to leave no stone unturned for you we leverage the collective power of the 2,000-advisor-strong XY Planning Network, maintaining seamless access to best-in-class national thought leadership, specialized study groups, and an elite network of nationwide experts.

  • Flat-Fee Alignment: We charge one transparent, flat annual fee. We have no hidden incentives to charge you commissions or an Assets Under Management fee.

  • Boutique by Design: We purposefully cap our client roster to serve a select number of families deeply. We ensure we always have the bandwidth to manage your complexity.

  • Uncompromising Fiduciary Duty: We do not pick and choose when to work in your interest. We are always fiduciaries.

What is Full Scope Wealth Management?

We don’t believe in surface-level oversight. True wealth management requires the continuous, synchronized execution of two distinct disciplines: advanced financial planning and personalized, household-level asset management.

Advanced Financial Planning

  • Tax-Optimized Retirement Mapping: Traditional, early, and high-net-worth distribution modeling.

  • Lifetime Tax Optimization: Advanced Roth conversion modeling and multi-year bracket management.

  • Forensic Tax Review: In-depth annual analysis of employee benefits, business structures, and tax returns.

  • Strategic Charitable Giving: Optimizing Donor-Advised Funds (DAFs), highly appreciated asset gifting, and philanthropic tax structures.

  • Intergenerational Estate Analysis: Designing tax-efficient next-generation boundaries alongside your legal counsel.

  • Stock Option Planning: Advanced optimization for concentrated equity positions and equity compensation.

  • Generational Stewardship & Education: Structuring trust funding, family foundations, and legacy savings.

  • Structural Risk Mitigation: Ongoing analysis of corporate, liability, and personal insurance planning.

  • Asset Title & Beneficiary Auditing: Ensuring legal titling perfectly matches your estate planning architecture.

Family Endowment Style Management

  • The Anchor System Implementation: Deploying our custom cash-flow immunization frameworks.

  • Endowment-Style Construction: Integrating systematic factor premia (Value, Quality, Profitability).

  • Strategic Asset Location: Intentionally positioning assets across taxable, deferred, and Roth accounts to minimize tax drag, while taking into account your In vs. Out of estate architecture.

  • Friction Minimization: Delivering hyper-efficient cost reductions and passive fee minimization.

  • Proactive Tax-Loss Harvesting: Systematic scans to capture losses and offset gains.

  • Holistic Private Asset Analysis: Integrating real estate, private equity, and business assets into your liquid matrix.

  • Advanced Portfolio Engineering: Access to Separately Managed Accounts (SMAs) and direct indexing tools to maximize tax efficiency when appropriate.

  • Continuous Fiduciary Oversight: Ongoing tracking, thoughtful rebalancing, and a modern, intuitive client platform.

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How We Work:

  • All engagements start with a financial diagnostic 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 transition to our ongoing advisory service.

  • Our ongoing flat fee wealth advisory integrates comprehensive financial strategy with sophisticated portfolio construction built around The Anchor System. We utilize a structured annual service calendar to systematically optimize your tax, investments, estate plan, and cash-flow structures as markets change and your life evolves.

Request A Financial Diagnostic

30 minute exploratory call. No sales pitches. We use this brief virtual session to review your balance sheet's complexity and see if we are a mutual structural fit.