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Services

Our work with you is based on an ongoing financial partnership.

As part of our work together, Firefly Wealth Management offers the following services:

01. Comprehensive, Individualized Financial Planning

  • A guide to reaching your financial goals and objectives with actionable to-do’s.
  • A clear layout of your investments, net worth and cash flow.
  • We will cover topics such as tax planning, insurance coverage analysis, investments, company benefits, long-term care and estate planning.
  • We will analyze your current course of action and potential alternative scenarios such as: retiring early, saving for college education(s), selling or purchasing a home.
  • Assistance with implementing any recommendations, monitoring progress and updating your plan.

02. Investment Management

  • Investment recommendations and implementation based on your unique goals, time horizon and risk tolerance. 
  • Allocation and disciplined rebalancing of accounts.
  • Tax efficient strategies.
  • Diversification of concentrated positions.

03. Estate Planning / Family Discussions

Firefly Wealth can either refer you to, or work with your current estate attorney, to help ensure your estate documents reflect any suggested strategies or needed changes. 

04. Philanthropy and Value-based Investing

For clients who are charitably inclined, or who want their investments to reflect their values, Firefly Wealth will work with you to create an appropriate portfolio. Charitable donations may have certain tax advantages. Please contact us to discuss. 

 

Pricing

Ongoing Investment Management and all other services offered

Firefly Wealth Management acts in a fiduciary capacity and is fee-only, meaning you pay for the advice Firefly Wealth Management provides. 

In general, our fees begin at 0.90% of managed assets which we feel accurately reflects the high level of service provided, including ongoing financial planning. If you are paying more, please contact us to see how fees may be negatively impacting your portfolio. In a long-term relationship with an investment manager even a small difference in fees can have a large impact on your portfolio over time.

We strive to provide a fee that works best for both parties. Let’s discuss what works best for your situation.

Stand Alone Financial Plans

In general, the negotiated fixed rate for creating client financial plans is between $5,000 and $ 15,000. This includes an analysis of your current situation and up to three additional scenarios (for example: retiring early, buying a home, or how and how much to fund for college). Specific guidelines will be discussed on an individual basis.