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Our Journey is Your Journey

At 30,000 Ft. Wealth Management, we offer a distinctive wealth management process designed to elevate your financial journey. Through our unique 30,000 Ft. advisory process —   a holistic, seven-step experience—our financial advisors and wealth management consultants provide personalized guidance that empowers both new and existing clients.

With dedicated care and attention, we strive to instill confidence in your financial planning and build a strong, lasting relationship between you and your personal financial advisor. Our goal is to support you every step of the way, ensuring a tailored approach to your investment strategies and overall wealth management needs.

What is 30,000 Ft?

We take you high enough to see that big picture

At 30,000 Ft. Wealth Management, we elevate your perspective, helping you see the big picture in your financial and tax planning journey. By challenging conventions and embracing creative strategies, our dedicated wealth management consultants foster meaningful relationships built on attentive care and unwavering support. Our primary goal is your complete satisfaction as we guide you toward achieving your unique financial objectives with confidence and clarity.

What We Do

Customized Financial Solutions

We’re committed to reaching new heights together, providing a diverse array of financial solutions to help you live at every level of your financial journey. Our personalized approach is designed to meet your unique needs, offering holistic support that includes financial planning, investments, retirement, and tax management. Whether you’re an individual securing your future or a business owner planning your next phase, our dedicated team is here to elevate your success.

For Individuals

What We Offer

Holistic Financial Planning
Investments | Retirement Planning
Tax Planning | Insurance Planning
Estate Planning

For Businesses

What We Offer

401(k) Plans | 401(k) Succession Planning | Cash Balance Plans
Profit-Sharing

For Trusted Alliances

What We Offer

Compensation for Partnerships
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How We Work

Personalized Planning

We believe that personalized financial planning is one of the keys to working towards your unique financial goals. Our process begins by assessing our compatibility with your needs and getting an understanding of your financial dreams. By adopting this approach, we gain a deeper understanding of your needs and provide you with the personalized guidance you require to achieve your unique financial goals.

Our Free Gift to you

Our “Axe the Tax eBook”

Who We Help

Here For Every Unique Journey

Our expertise is tailored to serve a diverse clientele, including individuals, visionary business owners, esteemed directors, and skilled engineers of large companies. Whether you’re nearing retirement age or steering your business towards the future, we are dedicated to equipping you with innovative financial tools and strategies that elevate your path to unparalleled success.

Testimonials

What Our Clients Are Saying

Explore a collection of testimonials and gain valuable insights from the feedback shared by our clients, as they reflect on their experiences with our services.

Ready to Begin Your

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Christmas Card Drawing Contest

Calling all young artists! We’re looking for a festive masterpiece to be the face of our 2026 Holiday Card, and your child could be the star!