Wealth management is more than asset management.
Daybreak Wealth believes true wealth isn't about hitting a "magic number" in your bank account or having the "right" mix of assets. It's about understanding what you have and feeling confident to use those resources to create a bright future for you and your loved ones.
Where some wealth management firms have large client bases and focus only on assets, Daybreak Wealth takes a different approach. I believe that true financial wellness means tending to multiple aspects of your financial picture, not just investments alone.
That's why I use a transparent, flat-fee pricing model for my highly personalized, service. With this approach, I can offer comprehensive financial strategy and support for a select group of clients.
In an industry focused on quantity, my sole focus is quality.
what makes daybreak wealth different?
Wealth Management vs Asset Management vs Financial Plan
How does Dabyreak Wealth Define Wealth Management?
Wealth Management
A snapshot of multiple facets of financial wellness, high-level recommendations, & adjustments to reach stated goals.
Financial Plan
Asset management
The ongoing selection, review, & management of invested assets.
Clarify where you want to go with your life and money.
Life Goals
Financial Planning
Understand your current financial position so you can save and spend strategically.
Build, adjust, & maintain an investment portfolio that matches your risk tolerance & personal goals.
Investment Management
Review who will step in to help make decisions and carry on your legacy.
Estate Planning
Navigate today's rules while maximizing your wealth.
Tax Planning
Review and protect what's most important.
Insurance Planning
the daybreak wealth outlook
Invest, protect, spend, & give with confidence.
Using advisor experience to guide you through all 6 key areas of financial well-being.
Fees are billed quarterly and in arrears.
Flat Fee Pricing
the investment
We believe your financial success works best when we can provide cohesive guidance. That's why we ask to manage your investment assets (except for your workplace retirement accounts) as part of our relationship. This approach allows us to fully implement the personalized financial strategy we'll develop together.
Need a custom quote?
Potential clients with greater than $8m of assets to manage or other additional complexity should connect with Daybreak Wealth for a custom quote. At this time, we currently have an account minimum of $500,000.
$36,000/year
For between $5.1m-$8m of assets being managed.
$16,000/year
For between $1.5m-$5.0m of assets being managed.
$9,000/year
For up to $1.49m of assets being managed.
