Money equals freedom.
Our clients understand that money is a tool to give them freedom.
Freedom to not stress about inflation.
Freedom to create generational wealth.
Freedom to live well.
Everyone has unique objectives, but they always come back to feeling a sense of freedom and control over your life.
An Advisor for High Net Worth Individuals & Families
Life gets complicated, we get it.
We deliver integrated advice that accounts for every facet of your financial life—from tax strategy, real estate, and estate planning to legacy goals, insurance structuring, and philanthropic interests.
Every relationship begins with a comprehensive financial plan, designed to reflect your priorities and complexity. Once aligned, we open accounts with trusted custodians like Charles Schwab, Fidelity, or Altruist, transfer assets, and implement your tailored investment and planning strategy.
We anticipate change—families evolve, priorities shift, and time becomes increasingly valuable. That’s why our approach is built to adapt. As your needs grow in complexity, we remain a thoughtful and proactive partner.
Our goal as your advisor is simple. Literally.
You’ve done a great job getting this far, now let us help simplify your life.
You don’t need a 50 page financial plan or 200 individual investments in your portfolio. Your life and your money is complicated enough.
Our aim is to make clients’ lives simpler through adaptive financial planning and elegant portfolio design.
We’re not here to take over, we’re here to be your partner.
Pricing
We primarily work with portfolios greater than $1,000,000 and have adopted the following transparent fee structure:
0.25% per quarter on the first $1,000,000 of portfolio assets, 0.125% on assets above $1,000,000.
This is the only way we’re paid. No commissions, no conflicting interests other than we make more when we try to make your portfolio larger.
*Depending on your circumstances, different fees may be negotiated.
Let’s have a conversation.
That’s right, a conversation is how things start. Not a pitch. Not a sales presentation. Not a meeting with contracts and paperwork. Just a discussion to find out more about your circumstances.
Give us a call at (602) 610-9545, send an email (adam@hardingwealth.com), or choose a time below to schedule.
