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Services

  • Comprehensive financial plans via Right Capital

  • Investment management

  • Estate planning

  • Tax planning

  • Model cash flow and net worth over time

  • Total income modeling

  • Retirement planning

Abstract Futuristic Background

FAQs

  • Who is EWS and what do you do?

    • EWS is a Fee-Only, Independent, Registered Investment Advisor.​

    • The firm is listed on the SEC's website www.adviserinfo.sec.gov 

    • We don't accept commissions beyond the fees that we charge.

    • We don't have outsiders influencing our client relationships. 

  • Are you a fiduciary?

    • Yes, we place our client's interests first.​

    • It's a duty of care, loyalty, and transparency.

  • Who is the custodian?

    • Client assets are held at Charles Schwab & Co., Inc.​

  • How are you compensated?

    • EWS is a fee-only advisor. No commissions, no revenue sharing of investments, and no insurance sales.​

    • Our fee model is aligned with your interests.

  • What are your fees?

    • ​x​

    • x

    • x

    • x

    • x

    • Each client's financial plan will be reviewed annually for free as part of their ongoing Wealth Management.​

  • What do I get?

    • Proactive communication and advice​.

    • On-demand access with timely responses.

    • Straight talk.

  • Why should you choose EWS?

    • The firm is focused on providing a high level of service to a limited client base.​​

4. Fee schedule for FAQ.PNG

Process

1. Discovery Meeting​​​​​

We'll start with a complimentary discovery session to learn more about what's on your mind (goals and objectives) and explore if working together is a good fit. If for any reason we're not, we'll point you to the right professionals. ​

2. Getting Organized 

After signing the advisory agreement, you'll gain access to our secure online portal, via Right Capital, to upload your documents - investment statements, pay stubs, tax returns, mortgage statement - basically, anything in your life with a number on it. This is used to develop your clear, comprehensive financial plan.

3. Financial Plan Meeting

At this time, we'll review your information, fill in any gaps, and help you gain a full understanding of your financial picture. Open accounts with Charles Schwab.

4. Ongoing Management

Continuous communication, reporting, portfolio monitoring, and regular financial planning reviews are all part of ongoing wealth management.

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