- Thoughtful financial guidance to keep you confidently on course!
Clear answers to the questions we hear most from prospective clients.
Financial planning looks at your whole financial life—retirement, taxes, cash flow, business planning, estate strategy, insurance, goals, and values.
Investment management focuses only on portfolios.
At Azimuth, we lead with planning first, then help guide your investment allocation decisions within the context of your broader goals. We do not provide discretionary asset management; instead, we advise, guide, and support you in making smart, tax-aware investment decisions.
We serve individuals, families, and business owners who want a collaborative, long-term
financial planning relationship. Many of our clients fall into one of these groups:
If you value clarity, long-term thinking, and expert guidance, you’ll be a great fit.
Financial planning looks at your whole financial life—retirement, taxes, cash flow, business planning, estate strategy, insurance, goals, and values.
Investment management focuses only on portfolios.
At Azimuth, we lead with planning first, then help guide your investment allocation decisions within the context of your broader goals. We do not provide discretionary asset management; instead, we advise, guide, and support you in making smart, tax-aware investment decisions.
All fees are exactly as disclosed in our Form ADV.
Monthly Fees:
Initial Planning Fee (all plans): $750–$2,000
Your exact fee is based on your financial complexity and planning needs, and is always provided in writing before you engage with us.
Legacy planning often includes business exit strategy, multi-entity structures, estate planning, coordination across advisors, and support during major transitions. Some engagements are straightforward—others require deep, technical, multi-year planning.
The broad range reflects this variability.
We provide investment guidance, but we do not take custody of your assets or trade on your behalf.
Most clients maintain their accounts with their preferred custodian (such as Vanguard, Fidelity, or Schwab), and we help:
No. You keep your accounts where they are.
We simply help you manage them more effectively within your financial plan.
At a minimum, twice per year (Clarity and Compass Plans).
Legacy Plan clients meet more frequently as needed.
In addition, you can reach out anytime between meetings with questions or updates—planning is ongoing, not limited to scheduled sessions.
Quite a lot. We provide:
Our planning relationship is active year-round.
Call or email us.
Major life events—job changes, home purchases, business decisions, inheritance, family changes—should always trigger a planning conversation. We are here to help you navigate them proactively.
Yes. Coordination is a core part of our work, especially for Compass and Legacy clients. If you don’t have an attorney or tax professional, we can help guide you on what you need and when.
Most meetings are virtual, which allows for flexibility and convenience. In-person meetings can be arranged when useful and feasible.
Typically 30–90 days, depending on how quickly documents are provided. Your initial plan is presented early in the relationship, and then refined over time as part of your ongoing planning subscription.
Your first year includes:
You are not receiving a “one-time plan”—you are entering a structured, year-round planning relationship.
Yes. As a CPA-led firm, tax strategy is deeply integrated into your plan.
We provide tax planning, tax-aware investment guidance, and coordination with your tax preparer (if not handled by Rose Group CPAs).
We’ll help you decide during your introductory call.
Your plan level is based on complexity—not assets. We match support level to your planning needs and goals.
No. Planning is billed monthly, and you may cancel anytime with written notice.
Clients looking for:
We believe great planning is an ongoing partnership, not a product.
We’re happy to walk through your goals, what you’re hoping to solve, and which plan might be right for you