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WEALTH IN YOURSELF LLC
Wealth In Yourself is a flat-fee, fiduciary financial planning firm for households between $3M and $30M. One advisor coordinates tax strategy, investment...
Overview
Wealth In Yourself is a flat-fee, fiduciary financial planning firm for households between $3M and $30M. One advisor coordinates tax strategy, investment design, estate planning, and related life decisions under a single flat fee. The firm offers a Virtual Family Office model it calls The Life Architecture, covering tax strategy, investment planning, life planning, estate and risk review, and business structure with no commissions.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Zephyr Cove
Corporate office
United States
Principals
Joshua St. Laurent
Founder (MS, CFP®, CFT™, APFC®, ACC)
Sector focus
Frequently asked questions
Does WEALTH IN YOURSELF LLC participate in co-investments or fund investments?
There is no public information on whether the firm engages in co-investments or fund commitments. Without any disclosed portfolio or partnerships, its participation in external deals remains unknown.
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