Wealth Management

Exceptional Service and a High-End Client Experience

Explore our resources and learn what to expect as a Little House Capital client

Request Full Access

At Little House Capital, communication with our clients is key. Through the onboarding process to regularly scheduled meetings, we keep you up-to-date on account performance, trading actions, and estate planning milestones.

Wealth Management

Client Experience

Link to: Firm Overview

Firm Overview

Link to: What to Expect

What to Expect

Link to: Critical Issue Assessment

Critical Issue Assessment

Link to: Custodial Services

Custodial Services

Link to: Financial Planning Scope of Engagement

Financial Planning Scope of Engagement

Link to: Questions to Ask Your Advisors

Questions to Ask Your Advisor

Administration

Link to: Intake Form

Intake Form

Link to: Risk Tolerance

Risk Tolerance

Link to: Investment Advisory Agreement

Investment Advisory Agreement

Learn more about what Little House can do for you

Let’s Connect
© Copyright 2024 - Little House Capital | Web Design by M16 Marketing