Where Financial Freedom Takes Flight
Premium wealth management without the gatekeeping. At Privé, your wealth level doesn't determine your access to quality guidance. We serve clients at every stage of their financial journey—from Main Street to Wall Street.
Built Around People. Designed for Every Stage.
We don't start with products—we start with you. Here's what sets Privé apart.
Planning-First Philosophy
We begin with comprehensive planning before discussing products. Your financial strategy drives every recommendation we make.
No Account Minimums
Premium accessibility means quality guidance at every wealth level. From Main Street to Wall Street, we serve clients without gatekeeping.
Authentic Cultural Competency
Rooted in lived experience and genuine understanding of diverse wealth-building journeys, particularly within the Melanated diaspora.
Fiduciary Standard
Your interests always come first. Full transparency, no conflicted incentives, and institutional experience you can trust.
Our Four-Phase Process
Discovery
We listen deeply to understand your goals, values, and unique financial situation.
Design
We craft a tailored strategy built specifically for your needs and aspirations.
Delivery
We implement your plan with precision and ongoing guidance every step of the way.
Diligence
We monitor, adjust, and steward your wealth with long-term care and attention.
Our Services
Six integrated service pillars—Financial Organization, Insurance Planning, Financial Planning, Ongoing Advisory Retainer, Investment Management, and Privé Heritage—delivered through a fee-only, planning-first process.
Financial Organization — Start Here
Your financial journey starts here. In one focused session with a fee-only fiduciary wealth advisor, we'll build a complete picture of where you stand — your net worth, cash flow, accounts, and gaps — and hand you a prioritized roadmap for what to do next. No products to sell. No long-term commitment. Just clarity. You'll leave with five tangible deliverables you can act on immediately, plus continued advisor access to keep the momentum going.
Insurance Planning
Coverage analysis from an advisor with nothing to sell. As a fee-only firm, we don't earn commissions on insurance products — our only agenda is yours. We analyze your current coverage across every insurance type, identify gaps and redundancies, quantify your actual needs, and deliver clear recommendations you can act on with any provider you choose.
Financial Planning
Your plan is the compass. Everything else follows. We build custom financial strategies across eight planning disciplines — separately designed for individuals and business owners. Every engagement starts with a core set of planning modules, with additional disciplines available based on your needs. You see exactly what you're getting and why — before you sign. Your plan is built in an interactive platform where you can model scenarios, track goals, and see projections in real time.
Ongoing Advisory Retainer
Your financial life doesn't stop evolving — neither should your plan. Our Ongoing Advisory Retainer keeps your strategy current through quarterly reviews, ongoing tax coordination, life transition guidance, and an annual comprehensive refresh. Retainer scope is matched to the depth of your plan, so you're only paying for the level of advisory you need. The longer your commitment, the more you save.
Investment Management
Your investments should serve your goals — not the other way around. Our goals-based approach connects every portfolio decision to what matters most in your life. No account minimums. No hidden fees. No commissions. Institutional-grade tools — automated tax-loss harvesting, direct indexing, and professional rebalancing — available to every client. Choose hands-off professional management or stay actively involved at the same fee. As your assets grow, your rate drops and your included services expand.
Privé Heritage — Multi-Family Office
One team. One strategy. Every detail of your financial life, coordinated. Privé Heritage brings the family office experience — comprehensive planning, investment management, insurance, tax coordination, estate oversight, family governance, and philanthropic strategy — into a single integrated relationship. Without the overhead of building one from scratch. Heritage isn't about the size of your portfolio. It's about the complexity of your life. When your financial picture spans generations, entities, and goals that interconnect in ways no single advisor can manage alone — Heritage is built for that.
Transparent, Straightforward Pricing
No hidden fees. No account minimums for investment management. Quality guidance at every wealth level.
Financial Organizing Services
Your financial journey starts here. One focused session with a fee-only fiduciary advisor — clarity on where you stand and a prioritized roadmap for what to do next.
Insurance Planning Services
Coverage analysis from an advisor with nothing to sell. We identify gaps, quantify your needs, and deliver clear recommendations you can act on with any provider you choose.
Bundled at no additional charge in Personal Complete & Comprehensive plans and Business Corporate & Enterprise plans.
Financial Planning
Custom strategies across eight planning disciplines — separately designed for individuals and business owners. Choose the depth that matches your situation.
Retainer scope matches your plan tier.
Complete: $399/mo
Comprehensive: $549/mo
Corporate: $599/mo
Enterprise: $799/mo
The longer your commitment, the more you save.
Complete: $1,077/qtr · $4,070/yr
Comprehensive: $1,482/qtr · $5,600/yr
Corporate: $1,617/qtr · $6,110/yr
Enterprise: $2,157/qtr · $8,150/yr
Quarterly billing 10% off · Annual billing 15% off
Investment Management Fees
No account minimums. No hidden fees. No commissions. As your assets grow, your rate drops.
Interested in learning more about our services to determine which is the right fit for your financial goals? Schedule an introductory call with our team—no obligation, no pressure.
Schedule Your Intro Call
Our premier integrated wealth management offering, structured as a Multi-Family Office (MFO) framework. A single point of contact coordinating your entire financial life—encompassing not just investments, but the full ecosystem of advisors, entities, generations, and goals.
Investment Management
Strategic asset allocation, manager selection, private investments, and comprehensive portfolio reporting included.
Tax & Estate Planning
Multi-jurisdiction coordination, estate structures, intergenerational wealth transfer, and legacy planning.
Family Governance
Family mission, next-gen education, family meetings, and structured decision-making frameworks.
Philanthropy & Impact
Charitable foundations, donor-advised funds, impact investing, and legacy giving strategy.
Advisor Coordination
Seamless collaboration with your external advisors—CPAs, attorneys, and specialists—all coordinated.
White-Glove Service
Priority access, dedicated attention, and depth of partnership beyond standard advisory services.
Heritage Fee Structure
Heritage Family
$30,000
annually • 1.00% effective on cap
For $3M+ household net worth
Includes up to $3M AUM
Single-generation focus
Heritage Multi-Gen
$60,000
annually • 0.80% effective on cap
For $7.5M+ household net worth
Includes up to $7.5M AUM
Multi-generational planning
Heritage Legacy
$100,000+
annually • 0.67% effective on cap
For $15M+ household net worth
Includes up to $15M AUM
Full family office experience
Assets managed beyond included AUM cap: 0.35% annually • 15% discount for annual billing • One-year minimum commitment
Net Worth-Based Eligibility
Heritage acceptance is based on household complexity and strategic planning needs, measured by total net worth—not solely liquid investments. Eligibility begins at $3M total household net worth.
Why We Built Privé
We started Privé Wealth Management because everyone deserves access to premium financial guidance. With institutional experience and a fiduciary-first approach, we deliver advice grounded in cultural intelligence and genuine partnership.
Whether you're just beginning your wealth-building journey or managing significant assets, you receive the same level of attention, expertise, and care.
Let's Take the First Step Together
No obligation, no pressure—just a conversation about your financial future.
Schedule an Intro Call