Your own Certified Financial Planner™, providing fiduciary advice, for a low monthly fee
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The world of finance is stuck in the Stone Age. We're modernizing. Here are our services:
Investment Management
The average DIY investor earns 4% less than the market. We can help with that.
100% commission-free
Academic-based portfolios
Capped pricing (nobody does this)
Tax Prep and Filing
Taxes are a year-long engagement, not a once-a-year transaction.
Prepare and file your Federal and State returns (business and personal)
Have a business? We can handle payroll and bookkeeping
Behind on taxes? We speak directly to the IRS on your behalf
Financial Planning
Don't go through life blindly. Let's make a plan.
Detailed cash flow planning
A retirement and goal planning portal
Peace-of-mind knowing all unknowns are accounted for
Notice a difference?
One 360° advisor.
When advice comes from different sources, gaps and conflicts follow. We keep it all
in-house.
Here are a some FAQ's we get:
What makes you unique?
1
Fiduciary obligation to clients. This alone eliminates much of the Wall Street, big-name firm advisors.
2
Academic investment philosophy. Many advisors still sell clients on products or funds that are supposed to outperform all while they line their pockets.
3
Fixed pricing. 99% of firms simply don't do this. The more money you have, the more you will pay under an asset under management percentage. $1,000,000 in managed assets at 1% will be $10,000 paid to the advisor. We cap our fees at 75%+ less and they don't continue to rise the more assets you accumulate.
3
Youth. We have a long career ahead of us and are in the business of building life-long relationships.
3
Full service. Very few firms handle taxes, planning, and investments under one roof. As your one-stop-shop, we have an intimate understanding of your finances. This allows us to make decisions that impact your total picture and not just a specific piece.
Why the name "The Wealth Observatory?"
By definition, an observatory is a structure overlooking an extensive view. That's exactly what I do for clients—take an extensive view at their wealth! Plus, the acronym "We-Obs" is cool.
Where are you located?
Headquarters are in Dallas, TX, but clients are serviced across the U.S. That's the beauty of what we do; we can do it from anywhere!
Who holds my money?
We have a relationship with Altruist Corp. Altruist provides a modern portfolio management solution for clients of independent advisors.
Do we work for Altruist? The answer is "no." They simply custody your funds. We don't ever take possession of client funds and your money can only be distributed between accounts at Altruist and your personal bank account(s). Most importantly, cash is FDIC-insured and securities are protected by SIPC.
Do you have an asset minimum?
Nope! We believe good financial advice and service is universal, not a privilege available to only those who can afford it.
Interested?
It's easy to get started.
1
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We don't require any personal information so there is no reason not to!
