Our team specializes in managing complex investments, taxes, equity, and long term wealth. We bring it all together for you: 0% AUM¹, no asset minimums, clear membership pricing.
Your designated team understands your household. Range keeps the full picture close, so every recommendation fits your life. Then, when it’s time to act, we’ll do it for you.
Real people. Always-on support.
Your team knows your life. Rai helps them track the details, surface opportunities, and keep your wealth moving between every conversation.
Real financial intelligence that knows you.
Rai works with your Rangers across your portfolio, taxes, equity, estate, goals, and past decisions. So every answer starts with your life in mind.
Bring your investments together.
Open your Range accounts, transfer what you’re ready to manage, and keep outside accounts connected for a complete view.
Your Range team keeps everything moving behind the scenes, with technology that monitors the details and real specialists who step in when it matters.
Stay close to your wealth without being consumed.
Your plan is monitored, your next moves are organized, and your team is already looking ahead.
Expertise with a huge heart.
Your team knows your wealth, understands your life, and helps you move through big decisions with clarity and care every step in your life.
A clear view of what’s moving.
Your portfolio, plan, and next steps stay organized in one place, with Range managing the details behind it.
Money starts moving. Plans are monitored and updated. Your family has a plan. Range keeps the full picture working, so you can focus on the life you’re building.
Your wealth starts working sooner
Idle cash, scattered accounts, and delayed decisions get turned into movement.
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Everything works as one system
Investments, taxes, equity, estate, cash flow, and goals are managed together.
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You know what happens next
Clear priorities, clear tradeoffs, and a team guiding the next move.
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Your family has a plan
Liquidity, estate needs, and risk are planned around the people who depend on you.
Range members share what became possible when the money part was handled. Time with family. Space to build. And the calm to focus on what matters most every day.
"I started realizing I was missing things. I just felt like if I had somebody monitoring where my funds were sitting, they would have tapped me on the shoulder and said 'hey, you know where that's sitting, right?' [...] Range feels more organized, more comprehensive, more likely to succeed, and more likely to outperform my expectations of what I would do on my own."
Clay W
Tech Executive
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“I've been through several financial advisors, and most of them were selling me products instead of considering my goals. I didn't have anyone that I could bounce my ideas with about tax optimization or whether strategies were legally sound. With Range, I finally found someone I can confidently trust who's on my side when I have these kinds of discussions.”
Oki L
Engineering Manager, Tech
“Having all of my financials in one platform—especially my portfolio and tax planning—makes everything more convenient.”
Dan
Managing Partner
Step 1
Start your Range Review
Share your goals, accounts, and what you want your wealth to do.
Step 2
Get your wealth strategy
See what can move now, what should wait, and who needs to be involved.
Step 3
Open your Range accounts
Your team sets up the right accounts and prepares the foundation.
Step 4
Transfer your assets to your accounts
Move cash, brokerage accounts, concentrated stock, and other assets into place with guidance.
Step 5
Activate your strategy & monitor
Range puts your strategy to work, then monitors and adjusts as life or markets change.
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