Bold Financial Planning to Build Wealth Your Way
We don’t just give advice — we craft a personalized, actionable path to wealth that aligns with your goals, your values, and your vision for the future.
How We Work Together
Schedule a Consultation
Move Forward with Confidence
Schedule a Consultation
Share what you want and what challenges you’re facing.
Choose Your Program
Move Forward with Confidence
Schedule a Consultation
Discover which program fits best and what to expect.
Build Your Plan
Move Forward with Confidence
Move Forward with Confidence
Get a customized plan aligned with your goals, priorities, and lifestyle.
Move Forward with Confidence
Move Forward with Confidence
Move Forward with Confidence
Take action with clarity, support, and a clear path forward.
Our Financial Planning Programs
Lite Program — Core Topics
Platinum Program — Advanced Planning
Elite Program — Expanded Planning
Focus on what matters most with a simple, targeted plan.
Who it’s for:
✔ Individuals or families getting started
✔ Those with just a few specific goals to address
✔ Anyone who wants guidance without full-scale planning
Choose up to 4 topics (excluding Tax & Business) - such as:
- Investment Review
- Life Insurance Gap
- Retirement Checkup
- Deb
Focus on what matters most with a simple, targeted plan.
Who it’s for:
✔ Individuals or families getting started
✔ Those with just a few specific goals to address
✔ Anyone who wants guidance without full-scale planning
Choose up to 4 topics (excluding Tax & Business) - such as:
- Investment Review
- Life Insurance Gap
- Retirement Checkup
- Debt & Savings Plan
- Disability Risk
- Education Goal
- Long-Term Care Planning
- Estate Transfer Snapshot (see Estate & Charity section below for details)
Starting at: $2,400/year (12-month engagement)
Payment plans available
Elite Program — Expanded Planning
Platinum Program — Advanced Planning
Elite Program — Expanded Planning
A more comprehensive, proactive strategy with expert guidance and coordination.
Who it’s for:
✔ Clients with growing complexity in their finances
✔ Those who want holistic, ongoing planning and professional collaboration
✔ Families looking to align their wealth with long-term goals
A more comprehensive, proactive strategy with expert guidance and coordination.
Who it’s for:
✔ Clients with growing complexity in their finances
✔ Those who want holistic, ongoing planning and professional collaboration
✔ Families looking to align their wealth with long-term goals
Includes all 8 planning topics (except advanced business)
- Advanced retirement, cash flow & tax strategies
- CPA & attorney collaboration
- Detailed estate flow & charitable giving strategies (see Estate & Charity section below for details)
- Enhanced family & multigenerational planning
Starting at: $5,700/year (12-month engagement)
Payment plans available
Platinum Program — Advanced Planning
Platinum Program — Advanced Planning
Platinum Program — Advanced Planning
For those with complex needs who want the highest level of strategy and support.
Who it’s for:
✔ Business owners preparing for succession, transition, or exit
✔ High-net-worth families with sophisticated estate and tax needs
✔ Clients with multigenerational and philanthropic impact
Includes all 8 topics, with the most advanced strategies av
For those with complex needs who want the highest level of strategy and support.
Who it’s for:
✔ Business owners preparing for succession, transition, or exit
✔ High-net-worth families with sophisticated estate and tax needs
✔ Clients with multigenerational and philanthropic impact
Includes all 8 topics, with the most advanced strategies available
- Advanced estate & tax mitigation
- Business transition & exit planning
- Business valuations & complex strategies
- Multigenerational & philanthropic planning
- Estate & Charity: Advanced tax mitigation, foundations, and endowments (see Estate & Charity section below for details)
Starting at $12,500+
Customized Engagement
What It’s Like to Work With Artemis Wealth Management
“For me, financial planning is no longer stuffy and boring — it’s like taking a walk with a good friend, with my pace and goals considered every step of the way.”
— Kerry S.
This statement is a testimonial by a client of the financial professional as of 06/04/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.