THE RIGHT TOOLS

To build a wealth management practice according to your principles, you need the right partners. We’ve established working relationships with a stable of key resources that help us do what we do best for our clients

Fidelity

Fidelity Investments® is a leading provider of trading, custody, and brokerage services to Registered Investment Advisors, trust institutions, and third-party administrators. The company is able to leverage the capital, resources, and expertise of the Fidelity organization, one of the world’s largest financial services companies, on behalf of its clients.

Find out more at www.fidelity.com

E MONEY

eMoney was designed for dual masters: Both the advisors looking for an edge, as well as the clients they serve. From its inception, eMoney was relentless in its pursuit to develop the leading wealth management experience offering a solution that not only strengthens the advisor/client relationship but also enables financial advisors to lead the lifestyle—and leave the legacy—they envision.

Find out more at www.emoneyadvisor.com