This Is Us

Our mission is to help those that have already been successful protect their generational wealth. Also, to help H.E.N.R.Y.s – high earners, not rich yet become work optional millionaires. We want to help you become your own C.I.O. by gaining Clarity, start Implementing, and getting Organized.

We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “outside the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


  • Introduction
  • Are We a Fit?
  • Data Gathering
  • Proposal
  • Implementation



At Wealth Standard Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. From the moment you schedule a consultation, we go to work for you – connecting you with our team to handle your unique needs.


Are We a Fit?

It’s important for us to get to know one another before working together. Whether you’re looking to address investing principles and strategies, retirement investing and distribution strategies, estate conservation issues, or risk management analysis, we will help you discover where your life and financial goals intersect.

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?


Data Gathering

We take a holistic approach to wealth planning by understanding your life goals and risk tolerance. In order to build a wealth plan that’ll set you on the path toward your goals, we take a comprehensive look at your life and finances.



After understanding every financial and non-financial asset in your life, we create a personalized wealth plan – a plan that’ll serve as the road map toward your goals.



We aren’t a “set it and forget it” firm. We set your wealth plan in action, then consistently monitor your plan and keep in touch with you. We’ll make any needed updates to reflect any major life changes or market factors.


30 Day Check-In

You can be as involved in your wealth plan as you’d like thanks to the Client Experience. The portal lets you access all your accounts in one place, so you can easily view your plan and track your progress.


90 Day Check-In

Once your wealth plan is in motion, we meet with you annually to check in on your goals, evaluate your plan, and make sure your money is working in your best interest. Having a plan is a start – but we help ensure that the plan is in motion and stays in motion.


Regular Check-Ins

Early retirement? European vacation? No matter what your idea of “true wealth” is, we will help you develop a personalized wealth plan to help you pursue your goals.