Before we manage anything, we build a comprehensive retirement plan around your full picture — income, taxes, investments, and timing.
We learn about your situation and see if we’re a fit. No commitment.
We analyze your full picture and deliver a written, actionable roadmap.
Take the plan and run, or let us manage the implementation and keep things coordinated year after year.
Ongoing management and implementation available after your plan is complete.
Founder & Lead Advisor
Twelve years in independent wealth management. I built Corso Wealth for people who’ve done well but know the decisions around retirement are different — and want someone looking at the whole picture before anything moves.
Because the decisions around retirement — when to convert, how to draw income, what to defer — need to be mapped out before anything is managed. The plan is the foundation. Without it, portfolio moves are guesswork.
Retirement income sequencing, Roth conversion timing, tax bracket management, withdrawal strategy, and stress testing against downturns and law changes. You get a written roadmap with clear action steps.
You decide. Some clients take the plan and execute on their own. Most choose to have us implement it — managing the portfolio, handling the tax moves, and keeping everything coordinated as life changes.
Most of the clients we work with have $2M–$10M in portfolio assets or exceed $300K in household income. We’ll be upfront about fit on the intro call.
Yes — and we prefer it. We work directly with your CPA on Roth timing, tax projections, and withdrawal sequencing, and with your estate attorney on beneficiary designations and trust structures.