Range | Online Wealth Management

All-in-one Wealth Management

Get modern financial advice for investing, taxes, and more—with no hidden fees.

Empowering Professionals at the World’s Most Prestigious Companies

Essential Financial Planning Tools

• Risk Profile Assessment: Understand your risk tolerance to tailor an investment strategy that suits your goals.
• Portfolio Analysis & Recommendations: Optimize your portfolio to stay on track towards your objectives.
• Backdoor & Mega Backdoor Roth Conversions: Learn how to maximize your retirement savings beyond traditional limits.

Building Wealth with Confidence

• Detailed Forward-Facing Tax Projections: Plan ahead with a clear view of your future tax liabilities.
• K-1s and Cryptocurrency Guidance: Navigate complex tax scenarios with expert guidance.
• Tax Loss Harvesting: Understand strategies to offset capital gains and reduce tax burdens.

Maximizing Your Savings

• Capital Call Planning: Stay prepared for investment opportunities with strategic liquidity management.
• Investment Opportunity Evaluation: Evaluate private investments like real estate and private equity.
• Allocation Planning: Optimize your portfolio for risk-adjusted returns.

Securing Your Legacy

• Creation of Last Will & Testament: Ensure your wishes are respected.
• Power of Attorney & Medical Directives: Protect your family in unforeseen circumstances.
• Revocable Trusts: Understand the benefits of protecting your assets during your lifetime.

Frequently Asked Questions

How is Range different from a traditional financial advisor?

At Range, you have access to multiple advisors who will advise on all aspects of your finances—not just investment or retirement planning. Range gives you more than just access to advisors; we deliver a tech platform armed with your aggregated, real-time data, available for you to access 24/7.

Will I work with one dedicated advisor?

Nope. One advisor is the old way of doing things. At Range, we want to give you the best advice based on your specific situation or question—which is why we arm you with a team of experts (and tools) to address whatever your need might be.

What are the qualifications of Range's team of advisors?

We have a team of highly qualified advisors and experts working with our members. Amongst our advisors, we have:

• Certified Financial Planner (CFP)
• IRS Enrolled Agent (EA)
• Certified Public Accountant (CPA)
• Equity Compensation Associate (ECA)
• Chartered Financial Analyst (CFA)
• Chartered Retirement Plans Specialist (CRPS)
• Masters in Business Administration (MBA)

Is Range a fiduciary?

Yes, as a Registered Investment Advisor (RIA), we are legally required to make recommendations with your best interests in mind. Our CFP® professionals meet rigorous educational, training, and ethical standards.

Can Range manage my investments?

Yes. Range offers full-service investment management through our partner Altruist. Our advisory team will work with you to craft a portfolio designed to achieve your specific goals.

What will my financial plan look like?

We’re a tech platform. So we won’t be sending you a 40-page document to print out and put in a file cabinet. Your plan will be personal, actionable, and evolving. For starters, you’ll receive a concise written recommendation.

How long does it take to get my plan?

After you complete onboarding, our team will do a deep dive into your financials and goals as they develop your plan. This generally is delivered 1-2 weeks after you complete all onboarding steps.

Retirement Planning:

• Income Needs Analysis: Determine what you’ll need to maintain your lifestyle.
• Distribution Strategy: Develop a tax-efficient withdrawal plan.
• Projections & Simulations Tools: Use advanced tools to predict future outcomes.