Wealth Management

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Let our experienced team of professionals guide you through life’s many journeys. Whether you need comprehensive financial or estate planning, experienced tax assistance, investment management or asset protection, Little House has you covered. We make it our mission to confidently guide you towards achieving your desired goals.

Starting Off with a Financial Blueprint
As an independent, fee-only wealth management firm, we provide our clients access to our expansive planning solutions and tools focused on achieving their longer-term objectives. Our seasoned team of Financial Planners, In-house attorneys, Certified Public Accountants (CPAs), and other specialists assist you and your family by arranging and then implementing a cost-effective financial and estate plan intended to grow and protect your assets while minimizing taxes.

Big Ideas from a Little House

Financial Planning

Let us design the plan that works for you.

Our technology platform is designed to seamlessly structure your balance sheet, wealth forecasts, life events, and taxes, into a comprehensive yet easy to understand solution.

Estate Planning

Preserving and protecting your assets for future generations.

We collaborate with estate planning attorneys and tax professionals to help minimize taxes allowing your loved ones to inherit more.

Family Office

An overwhelming assignment made easy.

Our home gains you access to a family office framework designed to organize your daily life by arranging services plus a plan to achieve your stated goals. Our experts work closely with each family to achieve their specific needs.

Proprietary Investment Solutions

We explore your risk tolerance and time horizon and offer complimentary access to our proprietary strategies and products to meet your specific investment requirements.

Little House Capital understands the importance of combining financial planning with in-house research and investment capabilities to navigate market fluctuations. As a wealth management client, you have access to our “content gateway” that may include market commentary, stock specific research, tactical allocations, and targeting trading actions. Little House’s order management and block trading capabilities ensure that our best ideas and current thinking is well-timed and implemented consistently across our entire account base.

Interested in learning more? Let’s Connect

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