A Clear Return on Your Investment

Your financial future deserves clarity and precision, especially when it involves shaping a lasting family legacy. At Franklin Madison Private Wealth, we utilize a boutique approach and have tailored our services to meet the needs of tech professionals and business owners to produce value from the start.

• All-Inclusive Strategy: This investment in your financial future includes comprehensive financial planning, annual tax preparation and advanced tax planning, risk management, cash flow management, portfolio and concentration analysis, and estate planning, ensuring every aspect of your wealth works in harmony.
• Dedicated Time and Expertise: Our fees also cover the continuous work of meeting together to keep your path to financial independence and family legacy secure, as well as the time invested in meticulously crafting and maintaining your financial plan.
• No Hidden Costs, No Third-Party Bias: Transparency is the cornerstone of everything we do. You pay only for our expert advice and investment management, free from hidden charges and third-party commissions.
• One-Year Commitment, then Month-to-Month: By making a one-year commitment to your financial legacy, we can take enough time as necessary to get to know you, your financial situation, how you want to use your money to benefit generations to come and then work alongside you to see your plans come to fruition.
• Wealth Management Services Starts at around $450 per month: Starting at around the cost of one Starbucks run per day, our fee reflects the sophistication of your financial situation, spanning from equity compensation and real estate investments to foreign income, estate planning, and more. Please note that investment management, where we manage your portfolio, is billed separately.

Here are some of the ways Franklin Madison Private Wealth adds value to our client relations:

• Diversification and Risk Management: Our portfolios include global exposure to stocks and bonds and US and international assets from large and small companies. Allocations to these various asset classes are aligned according to an investment policy we prepare with you based on your risk preference, income needs, savings goals, and overall lifestyle preferences.
• Asset Location: Holding the right investments in their appropriate tax-advantaged accounts is essential to growing your wealth efficiently. That’s why we’ll help you ensure that we’re buying assets in the proper accounts so that when you begin drawing down on your savings, you’ll pay no more tax than necessary. Some studies have shown that this approach can add up to 0.75% annually to your investment portfolio.
• Low-Cost Investments: Our approach uses low-cost, tax-efficient, best-in-class exchange traded funds (ETFs) to build your portfolio. ETFs typically trade without any transaction fees when compared to mutual funds.
• Fee-Only Fiduciary Advisor: Our clients compensate us directly for our time and services. We do not receive commissions or other compensation from security or product sales. And we do not have hidden costs, like wrap or performance-based fees.
• Tax-Efficient Investing: Investment decisions are made through the lens of tax efficiency. Beyond security selection, we consider your current financial situation when it comes to the timing of asset purchases and sales and as your equity compensation vests.
• Tax Loss Harvesting: Market selloffs aren’t always a bad thing. Those are times when we can use a market downturn to help offset accumulated tax liabilities in your portfolio. Some suggest that this approach could add 0.20% – 0.60% annually to your investment portfolio.
• Account Rebalancing: The basis of a disciplined investment process is holding a basket of assets that do not move together over the long term. As markets trend higher or lower, your investment allocations may drift from their strategic objective, potentially leading to taking more risk in your portfolio than necessary. That’s why we’ll rebalance your portfolio regularly to help ensure that you’re not taking on too much risk. Some studies have shown that this may add 0.35% – 0.44% annually to your investment portfolio.
• An Objective Guide: Many investors cut their bear market losses in February 2008 or March 2020 only to watch from the sidelines as markets rocketed higher a month later. When economic and market volatility keeps you up at night, we’ll bring you back to our disciplined process that drives objective investment decisions and, when necessary, adjust your overall financial plan to help reduce emotionally driven outcomes.