Willkate Wealth Management, LLC

WillKate Wealth Management is a fee‑only financial planning and investment management firm that advises individuals, executives, professionals, business owners, retirees and families, including high‑net‑worth clients. The firm offers comprehensive financial planning, wealth coaching, education funding, retirement and estate planning, and requires completion of a financial plan before clients access its investment management services; clients also receive access to an eMoney portal, periodic newsletters and educational content.

The firm’s investment advice is planning‑driven and implemented through written investment policy statements and a strategic, passive asset‑allocation approach with periodic rebalancing and quarterly reviews. It implements client recommendations using custodial platforms and may engage third‑party sub‑advisers or managed‑account programs, and it reports managing client assets on a discretionary basis while documenting client approvals and IPSs to guide trading.

Distinctive features include a small advisory team (two advisors serving roughly 30 clients with about $40.8 million in AUM) and an explicit emphasis on bespoke multi‑generational wealth planning and family‑enterprise transition consulting delivered on fixed‑fee or retainer arrangements. The firm is also affiliated with a separate family‑enterprise consulting practice (leadership dedicates a material portion of time to that business) and maintains several atypical operational practices for its size, such as requiring a completed financial plan as a prerequisite for asset management and a policy of not voting client proxies.