See if we're the right firm for you.
A thoughtful conversation is the best place to start. Before scheduling, here is who we tend to serve well, what to expect, and the questions families ask first. The families we serve typically bring $2 million or more in investable assets.
We work with a small, intentional group of clients.
We are a fee-only fiduciary firm and our typical minimum relationship size is $2M in investable assets. If your situation is more complex than a single number reflects, please reach out. We can talk it through.
Typically with $2M+ in investable assets, looking for a long-term relationship rather than a one-time plan.
Founders, partners, and operators with the proceeds of a sale, an exit, or a long-held position to coordinate.
Surviving spouses inheriting financial responsibility who want quiet, careful partnership during a hard year.
Households coordinating retirement, estate, and stewardship decisions across two or three generations.
Below our typical minimum? Explore our free educational resources →
A calm conversation focused on your retirement goals.
An unhurried first conversation by video or phone, your preference. No documents, no questionnaire, no homework. Show up exactly as you are.
What prompted you to reach out, the decisions you see coming up, and what an ideal next chapter looks like for you.
If we both decide there's a fit, we'll explain what working together looks like and the next steps. If not, no pressure and no follow-up.
The questions families bring to the first call.
Who is Considerate Capital built for?
We are designed for thoughtful pre-retirees and retirees, often with $2M+ in investable assets, who want an ongoing advisory relationship rather than a one-time plan. The best fit is usually someone who wants help coordinating investments, taxes, income, estate questions, and long-term decisions.
What makes your approach different?
We do not start with products or market predictions. We start with the life you want your wealth to support, then build a retirement income and investment strategy around that. The goal is not simply to maximize a portfolio. The goal is to make work optional with clarity, resilience, and peace of mind.
Do you help with tax planning?
Yes. We help identify planning opportunities such as withdrawal sequencing, Roth conversion windows, charitable planning, concentrated positions, and tax-aware investment decisions. We do not prepare tax returns or provide legal advice, so we coordinate with your CPA or attorney when needed.
How do you get paid?
Considerate Capital is a fee-only Registered Investment Advisory firm. Compensation is disclosed clearly before any engagement. We do not receive commissions, product kickbacks, or hidden referral compensation.
What happens on the first call?
The first conversation is about understanding each other. We learn what prompted you to reach out, what decisions are ahead, and whether an ongoing relationship is likely to be helpful. If we are not the right fit, we will tell you directly.
A small set of plain commitments.
Compensated only by clients. No commissions, kickbacks, or product revenue of any kind.
Client assets are held at Charles Schwab. We never custody funds or securities directly.
A tiered, blended schedule disclosed in writing before any engagement begins.
The first conversation is simply a chance to see if we're the right fit.
There is no preparation needed, no obligation, and no sales pitch. We'll learn what prompted you to reach out and whether an ongoing relationship is likely to be helpful.