OUR SERVICES

Modern You, Modern Investing

How We Work With You

Our services, ranging from personalized investment management to strategic tax planning, should reflect your individual needs and aspirations. And we believe these services are best delivered by a team of people with complementary skills, working toward common goals. Importantly, we offer clients in-house expertise.

With Divvi, you always know where decisions are being made.

  • We adopt a customizable approach to investment management, steering clear of one-size-fits-all solutions.

    We firmly believe that personalized investment strategies not only cater to your specific needs but also increase the likelihood of your success.

    Click here to learn more about how we build custom, tax-aware portfolios designed to help grow and protect wealth.

  • One-size-fits-all financial planning isn’t what we do at Divvi. By getting to know you and your financial needs on a deep level, our advisors help you plot a course that’s as unique as you are.

    Click here to learn more about how we plan with clients.

  • Regardless of your income sources or filing status, nearly anyone who pays income taxes can benefit from having a professional review of your tax return to identify relevant planning opportunities.

    Divvi does not provide tax preparation, but we proactively partner with your CPA to help keep your tax liability, both now and into the future, as low as possible.

    Click here to learn more about how we approach tax planning.

  • We help design, implement, and manage one of your business’s most important assets - the company retirement plan.

    Click here to learn more.

  • We integrate insurance and risk management into the wealth management process, reviewing needs for life insurance as well as disability and long-term care. Our preference is to tailor policies to fit individual circumstances and keep costs low.

    Click here to learn more about our approach to risk management.

    Insurance products and services are offered and sold through Divvi Insurance Solutions (DIS) and individually licensed and appointed insurance agents. DIS is affiliated with Divvi Wealth Management.

  • Working with your estate planning attorney, we can help ensure efficient wealth transfer, on your terms.

    Don’t have an attorney? No problem. We can point you in the right direction.

    Click here to learn more about our approach to estate and legacy planning.

three ways to work with divvi

Wealth Management

For clients with $250,000 of investments or more, Wealth Management services combine planning and investment management. Fees start at 1.25% of assets under management.

Asset Management

For clients with $50,000 of investments or more, we design and implement a custom investment plan to grow your wealth. Fees start at 1% of assets under management.

Financial Planning

For clients with specific planning needs, we can be hired to build goals-based plans for an hourly fee.

Please see ADV Part IIA and Part IIB for details.