Custom Wealth Management
Most of our clients are concierge wealth management clients, which requires meeting and planning. Every one of these clients receive special trading & attention. If you want to quickly open an account that will be managed based on a Vanguard or BlackRock ETF model, please click here instead.
Before you open an account, be sure you have created your Risk Number with the "free portfolio analysis" and have reviewed the firm's ADV1 and ADV2. If you have not already had a meeting with one of our advisors, we ask that you schedule a call, screen share, and/ or book a meeting as soon as possible to make sure we manage your investments properly.
We do discretionary trading (where we invest as we see fit, based on your risk tolerance/ investment policy statement)
One of our advisors will review your submission for accuracy/ errors before routing to you via DocuSign for signatures. This process is usually completed by the end of the next business day.