Daybreak Wealth provides comprehensive, personalized financial guidance as its only service. Daybreak coordinates your investments, insurance, tax, asset protection, wealth transfer, and financial planning so that you can build, grow, manage, protect and transition your wealth.

A holistic approach to growing your wealth.

– Steve Jobs

"Simplicity is the ultimate sophistication. It takes a lot of hard work to make something simple – to truly understand the underlying challenges and come up with elegant solutions."

Solo decision makers (married or unmarried) seeking long term decision-making support.

Couples seeking a stable team that their partner can confidently rely on in the unexpected event something happens to the financial decision-maker.

Those planning to leave an inheritance.

Widows / Widowers.

Those anticipating a sudden change in their relative wealth (from an inheritance or a significant career-move).

Anyone managing both their own estate and a family members' estate.

These client situations typically benefit most from our service model:

Complexity Tier Flat Annual Fee
1 $9,000
2 $16,000
3 $21,000
4 $36,000
5 Custom
Complexity Tier Flat Annual Fee
1 $9,000
2 $16,000
3 $21,000
4 $36,000
5 Custom

Daybreak charges one annual, fixed-dollar advisory fee that covers your entire partnership with us. Your fee relates to the complexity of your overall situation. The complexity tiers are shown here.

Your tier will be defined at the beginning of our partnership. 

Our Flat Fee Pricing

Daybreak Wealth is committed to having each client supported by both founders at every decision point. When your personal situation requires an outside advisor, we will leverage our industry experience to help you identify the correct resources and join those meetings, so nothing is lost in translation.

We think you deserve the best.