Comprehensive Wealth Management: Your Path to Financial Excellence

At Pebble Valley Wealth Management, we offer a holistic approach to financial planning and investment management that goes beyond the ordinary. Our service is designed for discerning clients who seek a truly comprehensive solution to their financial needs. We’re based in the greater Chicagoland area, but can work with clients nationwide.

Our Comprehensive Wealth Management service includes:

Tailored Financial Planning

  • Initial in-depth financial plan

  • Regular updates reflecting your evolving circumstances

  • Adaptation to tax law changes and economic shifts

 

Retirement Strategy

  • Ongoing portfolio management with a focus on tax efficiency

  • Customized asset allocation aligned with your risk tolerance and goals

  • Monthly performance reporting against custom benchmarks

Goal Oriented Planning

  • Strategic retirement planning and income strategies

  • Optimized savings and withdrawal plans

Estate Planning and Wealth Transfer

  • Education funding strategies
  • Special goal planning and execution

 

Comprehensive Risk Management

  • Cost-effective insurance solutions

  • Thorough risk assessment and mitigation strategies

Estate Planning and Wealth Transfer

  • Tax-efficient strategies for preserving and transferring wealth

  • Alignment with your legacy goals

Investment Platform Flexibility

  • Choice of Charles Schwab or Altruist as asset custodians

  • Integration of employer 401k/403b plans for optimal asset allocation

Advanced Strategies

  • Prudent use of options for enhanced returns or hedging

  • Upon client interest, can incorporate digital assets

Key Features:

  • Minimum balance: $500,000; for balances below we offer our Base Planning Service
  • Competitive fee structure: Starting at 1.00% per year, with lower tiers for larger balances
  • Client retains asset ownership and title
  • Trading authority granted to Pebble Valley Wealth Management

Experience the difference of truly comprehensive wealth management. Whether you're a professional looking to optimize your portfolio, a family planning for the future, or a retiree aiming to preserve and grow your wealth, our fee-only financial planning and investment services are tailored to elevate your financial journey.

Let's chart your course to financial excellence together.

Compare all of our services.