There is such a thing as a free lunch! Meet with a wealth manager we think you would work great with, and we'll pick up the lunch tab. Our goal is to help you find the perfect advisor who will work with you for years to come.
We never charge you anything, there is no obligation to sign on with the financial advisor, and we will continue to search for you until we find the perfect fit. We don't have any contracts with any particular firms and so are unbiased in our search.