Calculated Wealth

Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan.

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📍 Works with clients across the U.S.

Calculated Wealth | 401(k) & IRA Management, Cash Flow Planning, Estate Planning

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Client Reviews

0.5% to 1%

Percentage of Assets (AUM)

$0

Minimum Annual Income

$600K

Minimum Investible Assets

Meet The Team Behind Calculated Wealth

Are You Our Ideal Client?

We work best with people & businesses that fall into these categories.

Financial Requirements

Minimum Investible Assets

$600,000

Minimum Annual Income

N/A

Specialties We Work With

Services We Offer

✔ 401(k) & IRA Management

Our Ideal Client Profile

You’ve saved diligently, lived within your means, and now retirement is getting real. You want a partner to help you navigate the next chapter and make good decisions with what you’ve already built.
Most clients are nearing retirement or recently retired, have meaningful savings in 401(k)s, IRAs, and brokerage accounts, and want their investments, taxes, and estate planning to finally work together instead of in silos.

We're Probably Not A Good Fit If

✗ We’re not a match if you’re chasing hot investments, market predictions, or prefer quick answers over thoughtful planning. We focus on diligent savers nearing or in retirement who want a collaborative partner to help them make good decisions with what they’ve already built.

How We Work

Transparent Pricing

Frequently Asked Questions

Get answers to the most common questions about Calculated Wealth

About Calculated Wealth

Calculated Wealth partners with motivated individuals and their families to navigate life’s biggest financial transitions—especially retirement and business sales. ​
We’ve intentionally built a boutique firm instead of a volume practice. Most advisory firms chase scale, stretching each advisor across 100+ families; we’d rather know fewer families really well.
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That means prioritizing deep connection and intentionally limiting our partnerships to kind, thoughtful, and future‑focused families who want to be deliberate with the money they’ve worked hard to build.

Schedule an Introductory Call

Before committing your time or ours, this 30-minute phone call will allow us both to make sure your situation matches our expertise.

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