Your finances aren’t a collection of separate accounts, decisions and numbers. They’re part of one life.
At Emerald Wealth, we bring the pieces together—your investments, retirement, taxes, estate planning, protection and the goals that matter most to you—to create a thoughtful financial strategy designed around the life you actually want to live.
Plan well. Live fully.
OUR SERVICES
A More Intentional Financial Life
That understanding guides your financial plan—and your financial plan guides the way we invest and manage your wealth.
ONGOING WEALTH MANAGEMENT
PUT YOUR PLAN TO WORK
EXPLORE & PLAN
GET ORGANIZED
GET TO KNOW YOU
LET'S TALK
INSURANCE PLANNING
WOMEN & WEALTH LIFE TRANSITIONS
EXPAT & CROSS-BORDER PLANNING
ESTATE PLANNING & LEGACY
TAX STRATEGY
INVESTMENT MANAGEMENT
RETIREMENT PLANNING
WHAT WORKING TOGETHER LOOKS LIKE
Your financial life is much the same. Investments, taxes, retirement, estate planning and cash flow aren’t separate problems to solve one at a time. When the pieces are aligned, the bigger picture becomes clearer.
COMPREHENSIVE FINANCIAL PLANNING
Before we talk strategy, we talk about what you actually want your life, and your money, to make possible.
...That becomes the thread connecting every recommendation we make.
our fees
That doesn't mean you need another job managing it.
Emerald Wealth is designed for people who value thoughtful advice, a personal relationship and the freedom to delegate the details of their financial lives to someone they trust.
We manage your investment portfolio as part of your larger financial strategy while providing ongoing comprehensive financial planning and advice.
You'll remain at the center of the decisions.
You just won't have to manage all the details yourself.
Our primary client relationships combine ongoing financial planning with investment management.
Investment management fees are based on assets under management (AUM).
Financial planning fees are based on the complexity of your financial situation and the scope of the work involved.
We'll explain your fees clearly before you decide to work with us.
No product commissions. No hidden compensation.
Emerald Wealth is an independent, fee-only fiduciary wealth management firm.
That means we're compensated by our clients—not by commissions for selling financial products.
Wealth Management
Financial Planning
Straightforward. Transparent. Fee-Only.
your WEALTH MANAGEMENT in good hands
Values-Based & Goals Planning
Before we talk strategy, we talk about what you actually want your life — and your money — to do.
What It’s All For
Global & Cross-Border Planning
Estate Planning
Helping ensure what you’ve built passes to the people and causes you care about, the way you intend.
Your Legacy
Financial planning designed for a global life — not a traditional plan retrofitted after the fact.
A World Without Borders
Education Planning
Insurance & Protection Planning
Tax Planning
Retirement Planning
Investment Management
Cash Flow & Spending
Smart, tax-efficient planning for education goals without losing sight of everything else you’re working toward.
Funding What’s Next
Proactive planning designed to reduce your lifetime tax burden — not simply this year’s tax bill.
Keeping More of What’s Yours
The right protection for the wealth you’ve built — without unnecessary coverage or overlooked gaps.
The Safety Net
A strategy designed to help you reach the point where work becomes a choice, not a requirement.
Work-Optional Living
A clear picture of your cash flow is what makes every other financial decision easier.
The Foundation
An emerald's brilliance doesn't come from a single cut — it comes from the way dozens of facets work together, each one catching and reflecting light in its own way.
Your financial life works the same way. Your investments, your taxes, your retirement timeline, your estate plan — they're not separate problems to solve one at a time. They're facets of one whole. When they're aligned, everything gets clearer.
A personalized, tax-efficient portfolio built around your goals, timeline, and the amount of risk you actually need to take.
Growing What You’ve Built
One Stone. Many Facets. All Catching the Same Light.
We work best with individuals and families who have accumulated meaningful wealth and are ready to delegate more of their financial lives.
Our clients tend to value a personal relationship, comprehensive advice and having someone who understands both their finances and what's important to them.
Not at all.
You don't need perfectly labeled folders, a spreadsheet of every account or even a clear understanding of what you need.
Helping you get organized is part of what we do. Our clients tend to value a personal relationship, comprehensive advice and having someone who understands both their finances and what's important to them.
Fee-only means Emerald Wealth is compensated directly by our clients rather than through commissions from the sale of investment or insurance products.
Yes.
Investment management is a central part of our ongoing wealth management relationship.
Rather than managing your investments in isolation, we build your investment strategy around your financial plan, goals, tax considerations, cash needs and the life your wealth needs to support.
Yes.
As a fiduciary, Emerald Wealth is committed to putting our clients' interests first.
Yes, and I think it's one of the most valuable things I do. Your financial life doesn't sit in separate boxes, and your advisors shouldn't either. With your permission, I work directly with your CPA, estate attorney, insurance professionals, and anyone else you rely on, so your tax strategy, estate plan, and investments all move in the same direction.
You don't have to be the go-between or worry that something fell through the cracks. If you don't yet have a trusted professional in a particular area, I'm happy to introduce you to people I know and respect.
Your assets are held in your name at Charles Schwab, one of the largest and most established custodians in the country, not at Emerald Wealth.
I manage your investments day to day, but I can't withdraw money or transfer it out of your accounts. You'll receive statements directly from Schwab, and you can log in anytime to see exactly what you own. It's a simple structure built on transparency, so you always know where your money is and who can touch it.
