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High-Net-Worth Client Benefits

Personalized benefits for clients with more than

$1 million in investable assets

“Being rich is having money; being wealthy is having time.” - Margaret Bonanno

Helping others is the secret sauce to a happy life. Bethesda, MD Investably LLC

Independent RIA Bethesda, MD Investably LLC

Exclusive Cash Protection up to $25 Million in FDIC Insurance

Clients can access up to $25 Million in FDIC insurance through our StoneCastle partnership

Remote Practice Bethesda, MD Investably LLC

Exclusive Boutique Specialized Investment Team

Clients can access boutique investment specialists through our CNR partnership

Flexible Custodian Bethesda, MD Investably LLC

Complimentary Estate Documents & Monitoring

Clients benefit from dynamically updated estate plans via our Wealth.com partnership

Exclusive Access to Federally Insured Cash Account up to $25 Million FDIC Insurance

We collaborate with StoneCastle, a leading provider of funding and liquidity for banks in the U.S. that connects institutional investors and wealth managers with the $3 trillion community banking industry, to provide you with a high yield cash management solution with up to $25 million in FDIC protection per tax ID. This is helpful for clients experiencing:

  • Liquidity event such as the sale of your home, business, or large asset
  • Inheritance or lump sum pay package
  • Business owners or individuals with high liquidity needs

Exclusive Access to Boutique Investment Management Specialists

We can collaborate with City National Rochdale (CNR), a boutique investment management firm catering exclusively to RIAs, to provide you with a highly personalized portfolio and dedicated portfolio manager. This includes experts in transitioning large assets from business sale or significant concentration of individual stock (i.e. RSUs).

Complimentary Estate Documents & Snapshot

In partnership with Wealth.com, a comprehensive digital estate planning solution, our clients can create and maintain their estate planning documents at no cost while a client of Investably, powered by Wealth.com.

A Holistic Wealth Management Experience

Discover Your Plan

Align your money to your vision, purpose and goals, and determine the action steps needed.
Learn More.

Put Your Plan in Place

Implement your plan and investment strategy that supports your needs, goals, and life you want to achieve. Learn More.

Actively Manage Plan

High-touch client experience guiding you to stay on track, accountable, and aligned with what matters most to you. Learn More.

Get a complimentary personalized Financial Wellness Score Report.

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