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Services

Maximize your financial future with our expert services

Experience customized strategies and personalized guidance for long-term financial success. 

At Gravitas Wealth Planning, we specialize in retirement planning and offer three key services tailored to your needs.

Financial Planning

We focus on what's important to you, helping you make smart, informed decisions about your financial future. Our comprehensive financial planning service is designed to bring organization and clarity to your financial life.

Common topics include:

  • Retirement Income Planning
  • Tax Planning
  • Insurance Planning
  • Estate Planning
  • Charitable Planning
  • Education Planning
  • Savings Maximization
  • Asset Location
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Investment Management

Our investment management service takes the stress out of managing your portfolio. We provide personalized investment strategies, always keeping your best interests and unique goals in mind.

Common topics include:

  • Asset Allocation
  • Risk Management
  • Tactical Investment Strategies
  • Factor Investing
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Wealth Planning

Combining the best of both worlds, our Wealth Planning service includes Financial Planning and Investment Management. This holistic approach ensures that your retirement journey is guided by sound financial advice and a well-executed investment strategy.

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Our promise

At GWP, we're committed to empowering you with the education and information you need to relax about your money and enjoy a fulfilling retirement.

Pricing for Services

Our regular fee depends on the total value of the assets we’re managing for you.

Comprehensive Wealth Planning Fees

First $500,000

1.15%

Additional financial planning fees may apply

Next $1 million

0.80%

Financial planning services included

Next $3.5 million

0.60%

Financial planning services included

$5 million & above

0.40%

Financial planning services included

For example, Helen and Andrew have $1.5 million in combined assets that will be managed by our firm. They  pay 1.15% on the first $500,000 and 0.80% on the remaining balance.

Interested in financial planning only?

Gravitas Wealth Planning offers comprehensive financial plans without managing your funds for an annual fee.

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We have answers

Frequently Asked Questions

Financial Planning focuses on helping you make informed decisions about your financial future by providing actionable advice and organization. Wealth Planning combines Financial Planning with Investment Management, offering a holistic approach to retirement planning that includes both financial advice and personalized investment strategies.

It starts with our conversations in the Discovery Discussion. We discuss your ability, willingness, and need to take risk with your investments and discuss the trade-offs associated with more/less risk with regards to your goals and time horizons.  Then, after we’ve implemented the investment portfolio, we have regular communication and conversations to ensure we stay on the same page. 

Absolutely! As a client, you can change your service selection at any time. We understand that your needs may evolve, and we’re here to provide the most suitable services for your unique financial journey.

Our financial planning services help with tax efficiency by considering the tax implications of various financial decisions and strategies, such as Roth Conversions, Capital Gains management, and Qualified Charitable Distributions (QCDs). While we’re not tax advisors, we do focus on minimizing tax liabilities by recommending suitable strategies and collaborate with your tax professional to optimize your financial plan.

After we’ve completed the initial plan delivery, we typically meet with clients on a quarterly or semi-annual basis, with additional meetings as necessary to address any changes in your financial situation or goals.

Yes! We’re here to support you in all aspects of your financial journey. You can consult with us on specific financial events or decisions outside of scheduled meetings to ensure you receive the guidance you need.

We typically work with clients at different stages of their retirement journey, including those who are a ways out but ready to get serious about planning for retirement, those ready to retire and need help coordinating all of the moving peices, and those already retired needing help with creating a sustainable, tax-efficient income.

Yes, we view estate planning and wealth transfer strategies as integral parts of a comprehensive retirement plan.  We also collaborate with your estate planning attorney to help ensure your financial plan aligns seamlessly with your estate and wealth transfer objectives.

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Our services

Financial Planning

Our comprehensive financial planning services bring clarity and organization to your financial life. This process helps to answer your pressing questions, such as:

  • How can I ensure a comfortable retirement income?
  • What strategies can I use to minimize my tax burden?
  • How do I create a realistic budget and manage cash flow effectively?
  • What types and how much insurance should I have to protect my family and assets?
  • How can I pay for the kids/grandkids education while still meeting my other financial goals?

Our services

Investment Management

Find out how our investment management services can help you grow and protect your wealth with personalized strategies tailored to your unique goals. Get answers to your common investment questions, like:

  • What is the right asset allocation for my risk tolerance and goals?
  • How can I manage risk effectively in my portfolio?
  • What are tactical investment strategies, and how do they benefit me?
  • How often should I review and adjust my investment strategy?
  • How do you monitor and manage my portfolio?

Our services

Wealth Planning

GWP wealth management is a comprehensive approach to financial planning and investment management that aims to help individuals and families grow, preserve, and distribute their wealth over time. It involves a combination of strategies and services that are designed to meet the unique needs and goals of each client.

At its core, wealth management involves creating a personalized financial plan that takes into account the client’s current financial situation, goals, and risk tolerance. The financial plan typically includes a detailed analysis of the client’s income, expenses, assets, liabilities, and cash flow, as well as a projection of future financial needs and objectives.

Once the financial plan has been developed, Gravitas Wealth Planning will work with you to implement and manage a customized investment portfolio. This may involve a range of investment strategies, including asset allocation, diversification, and active or passive management, depending on the client’s goals and risk preferences.

In addition to financial planning and investment management, wealth management may also encompass a range of other services, such as tax planning, estate planning, retirement planning, and insurance planning. The goal of these services is to help clients maximize their wealth, minimize their taxes, and protect their assets over the long term.