How we grow your personal wealth
Are you a tenured tech professional? Do you work at Amazon, Microsoft, Meta, or Google? Are you planning to retire soon? At Consilio Wealth Advisors, we implement a structured plan and offer a range of services to meet your goals.
Snapshot of Our Services
A glimpse of our services—but we have more in store to get you on track.
Financial Planning
Retirement Analysis
Cash Flow Analysis
Education Planning
Employee Benefits Optimization
Debt Strategies
Risk management planning
Tax Planning
Annual tax projections
Guidance on charitable giving and gifting strategies
Collaboration with your CPA or tax professional
Strategic Roth conversions and Roth recommendations
Long-term tax efficiency vs. short-term tax savings
Deep integration of tax planning and investments
Planning around Medicare Part B and D premium surcharges
Bonus Perks
Quick access to our expert team
Help assess job offers and job changes for benefits and tax opportunities
Access to preferred lending solutions
Access to lines of credit, collateralized by investments at preferred rates
Maximize Social Security benefits
Ready To Get Started?
We invite you to schedule a call! Ask ANY questions you may have, and we’ll ask what’s important to you.
Ongoing wealth advisory
For those who are ready to delegate — and want a partner who already knows their world.
We start by building a plan around your definition of financial independence. What you want your life to look like, what your comp structure actually means for your taxes and investments, and what it's going to take to get there. Then life happens.
Life happens — here’s how we respond
Your comp changes. Markets move. Kids pick a different school. A new job offer lands in your inbox, you want to buy a vacation home, a short-term need arises, or you're wondering if you can actually retire 5 years from now (like you've been dreaming). You want to leave the demands of your Big Tech job and downshift, though that means a significant drop in pay.
For all of it, there's one question underneath: Am I ok? Good?
That's what our ongoing wealth advisory relationship is built to answer. Not just once, always.
Your financial command center
We become your financial command center — continuously updating your financial planning — current as your life evolves. We're proactive when we see an opportunity, and available when you're presented a situation that means major change for you and your family.
Portfolio management approach
The portfolio we manage for you goes well beyond a standard ETF allocation. Direct indexing is at the core of what we do; private market access, concentrated stock strategies, tax-loss harvesting, and more — all coordinated with annual tax projections and a plan that gets revisited, not filed away.
Most importantly: you always know where you stand.
Annual fee
0.35%–1.30% per year based on assets managed · Minimum $11,500/year · See full cost structure
Financial blueprint
Not sure if you need a partner yet? Start with the plan.
Your financial picture is more complex than just a 401(k) and a savings account. You know that. You just haven't had the time — or the right team — to map it all out.
What's in the blueprint?
The Financial Blueprint is a comprehensive, written financial plan built specifically for your situation. Across a series of focused strategy sessions, we'll work through your comp structure, your investment allocation, concentrated stock considerations, benefits optimization, and more. You'll walk away with specific, actionable recommendations from a team that lives in your world.
What the process looks like
It's thorough. It's yours. And it's a snapshot — accurate and valuable the day we deliver it, and naturally subject to change as your life does.
What happens after the blueprint?
We find that most Blueprint clients come in thinking they just need a plan. By the end, they realize how much more there is to work on — and most move into Ongoing Wealth Advisory. But that next step is always yours to decide.
Flat fee
$6,000 · Payable in three equal monthly installments of $2,000
At this point you probably just have one burning question: Are you a Fiduciary?
Yes, we are. We do not receive any commissions from investment product sales and our entire engagement is based on the Fiduciary standard. Seriously, there are advisors out there who receive commissions to sell you stuff? Yuck.
In addition to this, ALL of our advisors are CERTIFIED FINANCIAL PLANNER® professionals (the way it should be), and many of our team members hold or are in pursuit of other advanced planning designations. Because, frankly, we’re all total planning nerds.
Ready to develop a plan to grow your personal wealth and achieve financial independence?
👋 Wave goodbye to the days of uncertainty and financial FOMO (Fear of Missing Out).