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Total Wealth Management

Monthly Retainer Fee of 

$300 - $2000/Month*

*Each client's monthly retainer is based upon both the complexity of their specific situation, the extent of services they desire, and whether or not the client has investable assets managed by our firm. 

What is a "Total Wealth Management" Relationship?

​Here are some of the services and communications our clients enjoy: 

  • 1-2 personal financial planning meetings per year (office or virtual)

  • Assigned Senior Wealth Advisor along with dedicated Relationship Manager. 

  • eMoney personal financial website with real time connectivity and updating of every financial account you have with your financial plan, investment tracking, unlimited storage vault, and daily updating financial plan reports. 

  • Annual tax preparation and tax planning, provided by The Affinity Group network CPAs. 

  • Ongoing coordination/collaboration with attorneys, insurance specialists, and banking professionals. 

  • Semi-annual Wealth Advisor handwritten 2-3 page 'Recommendation Page' regarding personalized comments, thoughts, and recommendations regarding every area of your financial life. 

  • Semi-annual complete financial plan update, including 30 reports showing current detailed analysis of overall financial picture as well as forward-looking projections. 

We do not use the term "Financial Planning" to describe our Total Wealth management service offering, as that term has been overly used and misused within our industry. Our Scope of personalized wealth services far exceeds what a client can obtain from most other financial planning firms or offerings. 

financial advisor in Akron, OH

For clients who prefer a more singular focus on their investment planning, Total Wealth Management is not suitable and they should consider our Investment only offering. 

Onboarding Process

Discovery

Who you are and what's most important to you is where it all begins. Nothing in our process is a template, rather it is tailor made. Our firms senior wealth advisor Scott Lowe will conduct an initial discovery meeting/interview to understand what you've done up to this point in your life and what's most important to you. 

Following the initial meeting, our team will come to you to collect all the needed data either physically or digitally in our secure vault, whichever you choose.  Our financial planning team located in Canton Ohio then crafts a tailor made plan based around your personal goals and every detail of your financial life.  

 

Recommendations and Specialists

In the recommendation meeting,  we present the client with a comprehensive financial plan that provides every detail of our feedback alongside with a two-page executive summary highlighting the most impactful and important recommendations that the client should enact in each area of their financial life.  

In the next 30-60 days our team goes to work in taking action on the recommendations while at the same time introducing the client to any specialist in our network that they may need to consult with, while simultaneously interacting with their own specialist to coordinate changes needed.  

The Affinity Firm is the most trusted financial adviser in Canton, OH.  We always prioritize clear and transparent communication for our Canton OH, Akron OH, and nationwide and you can see that from being the #1 Google rated fiduciary financial advisor in Canton Ohio.

Ongoing Process

Relationship

It’s been said proper planning is not a single event, rather, it’s an ongoing never-ending process. As described above, clients will have a wealth plan review every spring and every fall but in between, there is not a limit our interactions within this retainer-based valued client to fiduciary financial planner relationship. 

 

Our singular focus is to provide as much value as possible as often as possible which allows you to go live life fully while we manage your “financial life circle”.  We engage members from our Canton OH fiduciary financial planning specialist team as needed as well as communicate and collaborate with your existing specialists throughout the year. 

Technology

Every Total Wealth Management client of our Canton OH based fiduciary financial advisor firm is provided access to a personal, private, secure and all-encompassing financial website.

 

This living, breathing GPS aggregates all your personal data with daily updates to your linked accounts, letting you breathe easy knowing everything important is at your fingertips.

Whether you are located in the Canton Ohio & Akron Ohio area, or across the nation, this technology allow this easy access to this fiduciary financial advisor to client information.

Total Wealth Management Explained

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