Our comprehensive wealth management services are based on a percentage of the investments we manage, typically around 1% per year. This fee includes ongoing retirement and tax planning, as well as many additional services.

Wealth management clients also receive certain levels of estate planning and tax services included at no extra cost, ensuring a fully integrated financial strategy.

For those who choose to work with us for estate planning or tax planning only, we charge a one-time flat fee—never by the hour—so you’ll know exactly what you’re paying upfront.

Additionally, all new client relationships begin with a one-time financial planning fee, which varies based on complexity and is discussed during your complimentary Discovery meeting.

Yes, at Quraishi Law & Wealth, we not only offer proactive tax planning, but we also prepare and file tax returns for most of our clients. Filing taxes typically involves looking back, but our approach integrates forward-thinking strategies that enhance tax efficiency both now and in the future.

Our proactive tax planning focuses on helping you save taxes efficiently before retirement and optimizing tax-efficient withdrawals during retirement. By preparing and filing your tax returns, we can directly apply these strategies and measure the actual tax savings achieved, ensuring that the planning aligns perfectly with the outcomes on your return. This integrated approach allows us to continually refine and optimize your financial strategies effectively.

Yes, we are proud to act as fiduciaries for our clients. This means we are legally and ethically obligated to put your interests ahead of our own at all times. We are committed to providing transparent, honest, and impartial advice, ensuring that the financial decisions we help you make are tailored to your best interests.

At Quraishi Law & Wealth, we believe that estate and tax planning are most effective when they’re part of a comprehensive financial strategy. That’s why we primarily offer these services to our wealth management clients—ensuring that every aspect of their financial life, from investments to tax efficiency to legacy planning, works together seamlessly.

However, we recognize that some individuals may need focused estate or tax planning services without full wealth management. For this reason, we offer a very limited number of estate and tax planning-only consultations each month, based on availability. If you’re interested in securing one of these slots, we encourage you to reach out as soon as possible.

By taking an integrated approach, we help our clients not only protect their legacy and reduce tax burdens but also build a stronger financial future. Let’s explore how we can help you create a plan that serves you and your family for years to come.