Just follow these 4 simple steps:
- Answer intake questions so we can evaluate your financial situation.
- Your Advisor will take a look at any current investments and work with our Investment Team to develop your personal financial strategy.
- If you decide we can help, we'll get accounts opened in your name at Pershing, a third-party custodian. These will be funded with cash or transfer securities.
- We implement your new strategy. We’ll also monitor and rebalance your portfolio, and work hard to minimize your tax bill.