Targeted Wealth Solutions
Targeted Wealth Solutions is an independent, fee-only financial planning and investment management firm founded by former US Air Force pilots: Aaron Milledge, MBA, CFP®, and Brandon LaValley, MPAS™. Our five-member financial advisor team also now includes a practicing emergency medicine physician (Bryan Jepson MD, MSF).
Read Bryan's guest post, The Risk of Retirement and How to Manage it and listen to Aaron's WCI podcast appearance.
Unlike most advisory firms, we have firsthand, real-life experience in the unique challenges of the healthcare professional. We know the demands that a career in medicine places on families and the constraints on your time that might prevent you from pursuing other life passions. Our goal at Targeted Wealth Solutions is to shoulder some of that burden through proactive and dynamic wealth management that adapts to the changes in your life.
We also recognize that high-net-worth and high-income individuals may have other investment interests outside of public markets, and we can help you understand more about some of these options including passive income strategies, real estate investing, private equity, and venture capital. In addition, we can work with your medical practices or side businesses to provide essential financial services including general business consulting, capital budget forecasting, or retirement plan services. Please feel free to contact us at (303)-800-8179 or [email protected] to schedule a complimentary consultation. Click on the video presentation to learn more.
- Services: Financial planning, tax strategizing, investment management, workplace retirement plans
- Ideal Client: Healthcare professionals, high earners, and business owners
- Fee Structure: Flat fee, Hourly, AUM fee
- Location: Boulder, CO, Denver, CO, and Colorado Springs, CO
- Targeted Wealth Solutions Application , ADV2
- Website, [email protected], (303) 800-8179
Fee Structure:
Fees are negotiable based on each client’s financial situation and needs
- Financial planning and consulting services: $200/hour Typical comprehensive financial plans cost $3000-$5200 based on complexity.
- Ongoing financial planning/wealth management: flat fee and then percentage of assets under management above threshold:
- $0 – $500,000: $5200 per year
- $500,001 and above: $5,200 plus 0.25% of assets under management above $500,000.