Yes! The first meeting is complimentary and is a time to get to know each other. We consider it a “fact finding” meeting. We ask you a series of questions to better understand your financial goals, and it gives you time to learn how our service works.
No, we don’t have a minimum investment. The criteria we use are different than most firms: If we can make a difference and create value in your financial journey we want to be there to help you. Chantal started in the industry working with teachers. They were not the wealthiest, but they took a chance on her, and we are here to give back and help.
Scheduling an appointment is easy! You can schedule an appoint online by clicking on this link. You can also call us at 425-284-6800 or email email@example.com
Our online eQuipt portal will allow you to control your paperless options. When you log in, there a green “Go Paperless” button in the top right-hand side. For eQuipt access, you may contact our office or follow the instructions in this guide. Please visit our Private Client Login page to access your portals.
Please note we also have a OneView online portal that will provide an overview of all your accounts. For OneView access, please contact our office at 425-284-6800 or firstname.lastname@example.org.
To reset your OneView password, please contact us at 425-284-6800, and we will reset it for you. If you forgot your OneView username, please contact us.
To reset your eQuipt password simply click “Forgot Password” on the login screen and follow the prompts. Be prepared to answer a security question or have an access code sent to you via email or text message. If you forgot your username, simply click “Forgot Username” and enter your email address to have it emailed to you.
Simply call or email us with your new address and we will change it in all our systems for you! If you email, we will give you a quick phone call to verify you requested the change!
Your tax documents will begin to be mailed out by January 31st by Pershing. However, some issuers do not make their tax information available until after January. You will have your tax documents by March 15th. We will notify you of any last minute changes a mutual fund may make.
Set an appointment with us and once we accept you as a client we will do the “leg work for you” and prepare the transfers for you to sign.