Starter
For individuals beginning their wealth journey.
$
49
per month · billed annually
- Dedicated finance advisor
- Basic investment portfolio
- Loan pre-approval access
- Insurance quote comparison
- Quarterly portfolio review
- Email & chat support
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Most Popular
Wealth Builder
For professionals building serious wealth.
$
199
per month · billed annually
- Senior wealth advisor
- Actively managed portfolio
- Tax-loss harvesting
- Priority loan processing
- Insurance bundle discounts
- Monthly portfolio review
- 24/7 phone support
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Private Client
For households with $1M+ net worth.
$
499
per month · billed annually
- Chief wealth strategist
- Direct indexing portfolio
- Estate & tax planning
- Concierge loan service
- Captive insurance options
- Weekly strategy sessions
- White-glove support
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