Resilient Wealth Management Services

What services do you offer?

We provide comprehensive wealth management that goes far beyond just investments. Our services include: retirement planning, tax-efficient investing, tax planning, estate and legacy planning strategies and risk management (life and long term care insurance).  As part of our planning process we also offer cash flow analysis as well as the ability to stress test your portfolio against life changing scenarios.

How do you manage my investments?

We utilize an active management approachthat involves continuous monitoring and strategic portfolio rebalancing. We partner with reputable and secure custodians (NFS and Pershing) to ensure the safety and accessibility of your assets.  We beleive in transparency in your portfolio so we like dividend paying stocks, exchange traded funds (ETFs), and bond funds.  We also offer our more advanced strategies including alternative investments and private equity solutions.  

What is your investment philosophy?

Our philosophy is rooted in long-term, evidence-based investing. We focus on buidling globally diversified portfolios tailore to your goals and risk tolerance. We don't chase short-term trends or swing for the fences.  We build solid portfolios build on qualify investments in companies that provide great products or deliver quality services.  Our goal is to achieve reliable, tax-efficient wealth management through discipline and control. 

Working with Resilient Wealth Management 

Can I meet with you virtually?

Yes. We are open to meeting with you in-person or online via Zoom.  We work with people across the country and in different timezones and have found this is an easy way to share information and stay connected.

What type of clients do you specialize in?

We primarily specialize in working with Generation X families seeking retirement income planning,  busy business owners or executives who need comprehensive, coordinated financial strategies, especially with Restricted Stock Units (RSUs) or Employee Stock Purchase Plans (ESPPs).  Our expertise is focused on helping clients with complex wealth management needs.

How do you get paid? What are your fees? 

Our financial planning process begins with the establishment of a Financial Planning Engagement (FPE), that is a one year engagements staring at $4,750 (Onboarding fee + Monthly Subscription). However, if you do elect to have us manage your investments, we will waive the monthly subscription fee and instead establish a fee structure based on a percentage of assets under management (AUM) or a fixed retainer for specific projects. All fees will be shared in advance as we value full transparency for the services provided.

Is there a minimum account size to work with you?

We typically work with clients who have $1M-$5M in investable assets. This allows us to provide the high level of personal service and comprehensive planning our clients expect. However, we sometimes make exceptions for young professionals or business owners with significant income potential. We will also make exceptions for anyone that has a relationship with an existing client or comes to us from a trusted professional partner (CPA, Attorney, Business Owner).

Your Fiduciary Advisor

How do I know if my current advisor is a true fiduciary?

Ask them directly: "Are you legally obligated to act as a fiduciary 100% of the time?" If they qualify their answer or mention switching between different roles, they may not be a full fiduciary.

What's the difference between a fiduciary advisor and a financial planner?

All fiduciary advisors at Resilient Wealth Planning are financial planners, but not all financial planners in the industry are fiduciaries. The distinction is in the legal obligation to prioritize your interests.

Do fiduciary advisors cost more than other financial professionals?

Often, fiduciary advisors appear more expensive on paper because their fees are transparent. However, when accounting for hidden costs and commissions often present with non-fiduciary advisors, a fiduciary relationship frequently provides better value and potentially better outcomes.