Frame Wealth Management LLC

Holistic financial planning. Tax planning. Estate planning. Investment management. All in one firm. It’s time to move from a 90+ page “financial plan” to holistic, proactive, constant financial planning. “The Plan” to “Planning”. For too long, financial planning has consisted of advisors giving 90+ page “financial plans” to clients that project their supposed likelihood of retiring comfortably. These plans are long, rarely actionable, and (frankly) exhausting. You’re busy. You don’t have the time to look at “the plan” and wade through a novel about what your financial life will supposedly look like in 30 years. Plus, how does “the plan” hold up when tested against unexpected life events (having kids, COVID-19, career pivots) that make “the plan” all but worthless? At Frame Wealth Management, we’ve moved from “the plan” to “Planning.” By taking an Elements® approach to financial planning, we’re able to see where you are now, plan where you need to go in order to accomplish your goals, all the while constantly course correcting as life twists and turns. And you get to be an active participant in this journey, as you’ll hold the Elements® in your pocket via an easy-to-use and intuitive app. It’s an ultra-modern approach to financial planning, one greatly different than 90+ page financial plans that have historically held little value to clients.

Address: 1407 Broadway, Suite 4002, New York, NY 10018, USA

Phone: +1 855 425 1955
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