Do you have account minimums?
Yes. We have investment minimums designed to ensure we can provide the high level of personalized advice and service every client deserves.
While we generally work with individuals and families who meet our minimum investment requirements, we recognize that every situation is unique. If you’re looking for a long-term advisory relationship, we’d be happy to have a conversation to determine whether we’re a good fit.
How does the advisor get compensated?
Our primary compensation comes through an ongoing advisory fee based on the assets we manage on your behalf. This fee structure aligns our interests with yours—as your portfolio grows and your financial life becomes more successful, we succeed alongside you.
As a fiduciary, we are committed to acting in your best interest and providing objective, personalized advice.
In certain situations, such as implementing life insurance or other protection strategies, we may receive a commission from the insurance company. If a commission is involved, it will always be fully disclosed, and our recommendations will be based on what we believe is in your best interest—not on how we are compensated.
Our goal is to build long-term relationships through comprehensive wealth management, with transparency, integrity, and advice you can trust.
How will we work together?
Our relationship is built around you—not around our office.
Whether you prefer to meet in your home, at your business, virtually by Zoom, or by phone, we’ll communicate in the way that’s most convenient for you. We proudly serve clients across the United States and are committed to building lasting, personal relationships wherever you call home.
When you contact Good News Wealth Management, you’ll speak directly with us. You won’t be routed through a call center or an automated phone system. Either I or Jennifer will answer your call, respond to your email, and be available when you need us.
We also believe the best financial decisions are made through collaboration. That’s why we work closely with your CPA, attorney, insurance professionals, and other trusted advisors to help ensure every part of your financial life is working together toward your goals.
Our mission is simple: to provide the personalized attention, proactive communication, and trusted guidance you would expect from a dedicated family office relationship—while remaining accessible, responsive, and committed to serving your family’s best interests for generations to come.
How much do you charge?
We believe our fees should be straightforward, transparent, and aligned with the value we provide. Because every client and family has unique goals and varying levels of complexity, our advisory fees are customized based on factors such as assets under management, the scope of planning, and family relationships.
We are highly competitive with industry pricing, and in many cases our fees are lower than those of larger firms while providing a more personal, comprehensive relationship.
We’d welcome the opportunity to learn about your family’s needs and provide a clear explanation of exactly how our fees would apply—before you ever make a decision.
What do the symbols on your logo mean?
The three mountains represent the pillars of our business: Faith, Family, and Finance.
The arrow pointing down represents Jesus coming to earth (Christmas). The cross represents His death on the cross. The small triangle represents the empty tomb after His resurrection (Easter). The arrow pointing up represents His ascension back to heaven. The second arrow pointing down represents His promised return.
All of the symbols together represent the good news — the gospel — of Jesus.
