Four stages. One advisor accountable for all of them.
A wealth plan only works if the person managing it understands the whole picture. Every relationship at Aethelis moves through the same four stages, with a single advisor responsible from the first conversation onward.
Discovery
Before any recommendation, we spend real time understanding your full financial picture — existing accounts, entities, family circumstances, and what you're actually trying to accomplish.
- A full inventory of existing accounts and entities
- A direct conversation about goals, not a risk-tolerance quiz
- No commitment required to have this conversation
Strategy
Your advisor builds a plan that spans investment, estate, and tax considerations together — because a decision in one area routinely affects the other two.
- A written strategy you can take to your own attorney or accountant
- Coordinated with outside counsel, not built in isolation
- Every recommendation tied to a specific goal, not a generic model
Implementation
Once a strategy is agreed, we execute it — opening accounts, restructuring holdings, and coordinating the legal and tax work required, with you informed at every step.
- Clear timeline for every action item
- Your advisor coordinates directly with your other professionals
- Nothing moves without your explicit sign-off
Stewardship
A plan built once and never revisited isn't a plan. Your advisor reviews the full picture on a set schedule and whenever your circumstances meaningfully change.
- Standing quarterly reviews, not reactive check-ins only
- Rebalancing and tax-loss harvesting handled proactively
- Direct advisor access between scheduled reviews
Traditional wealth management vs. Aethelis
| Traditional | Aethelis | |
|---|---|---|
| Named, dedicated advisor | ||
| Full fee disclosure up front | ||
| Investment, estate, and tax coordinated together | ||
| Proprietary fund incentives | ||
| Consolidated digital portfolio view | ||
| Quarterly standing reviews |
$4,286,910
as of today, across 6 accounts
Curious what stage one looks like for you?
A discovery conversation carries no obligation — it's simply how we learn whether we're a fit for each other.
Request an introduction