Making Sense of Your Money, Together

Financial Planning for Professionals 50+

For professionals 50+ with $500,000+ in assets, we design clear financial plans to help you prepare for retirement, manage taxes, and plan for your family’s future.

Free Assessment
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Life Comes With Challenges

Between demanding careers, responsibilities, and just being busy, it’s easy to push finances to the side. We work with you to organize your wealth to support clear decision making for the future.

Free Assessment

Am I Saving Enough for Retirement?

Busy professionals often wonder if they’re on track. We create strategies that align savings, investments, and lifestyle goals to support your retirement plans.

How Do I Balance Family and Finances?

From raising children to aging parents, family responsibilities weigh on financial decisions. We help you create a plan that supports the people you care about.

Are My Investments Working for Me?

Managing investments alongside a career can be overwhelming. We help you build a portfolio that aligns with your goals and risk tolerance.

What About Lowering Taxes?

High-income professionals face unique tax burdens. We provide planning strategies to reduce tax liability now and in retirement—keeping more of your hard-earned money.

How Do I Plan for the Unexpected?

Life can change quickly—health shifts, career moves, or family needs. We work with you to build a plan that considers life’s transitions and still supports your goals.

When Should I Think About Legacy?

People often wait too long to plan their legacy. We help you clarify how you want your wealth to support future generations and meaningful causes to you.

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A Wealth Partner For You

For professionals 50+ with $500,000+ in assets, financial planning isn’t one-size-fits-all. At Relay Wealth, we take the time to understand your unique career, family, and lifestyle goals, helping you build a plan that works now and for the generations to come.

Free Assessment

Personalized Approach

We don’t believe in cookie-cutter advice. Each plan is tailored specifically to you so you can understand how your money supports your lifestyle and goals.

Generational Planning

Your wealth extends beyond today. We help you create strategies that support your retirement while also laying the groundwork for family and legacy—and long-term impact.

Expertise with Professionals

We specialize in serving experienced professionals. Our insights are built around the challenges you face—income, taxes, retirement readiness.

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Clear, Straightforward Pricing

Transparent Fees for Professionals

No hidden costs or confusing structures—just simple, easy-to-understand pricing for the guidance you deserve.

1.25%
$500,000 or Less
1.15%
$500,001 to $1,000,000
1.00%
$1,000,001 to $1,500,000
0.90%
$1,500,001 to $2,000,000
0.80%
$2,000,001 to $3,500,000
0.70%
$3,500,001 to $5,000,000
0.60%
$5,000,001+

1. Household Value.
2. Subject to change.

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Book Your Free Assessment Today

You’ve built a career and accumulated meaningful wealth—now it’s time to create a plan that supports you. Book and discover how our 4-step process helps simplify financial decisions and supports your long term goals.

Book Your Free Assessment Today

Your Free Review

Feeling stuck on what’s next? Start with a free assessment and take the first step toward simplifying your finances.

Book Your Free Assessment

Just a friendly chat—no strings attached.

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