As a client, you can expect:
- Regularly scheduled office or phone meetings
- Ongoing comprehensive file reviews
- Wealth Management Plan—regular updates using industry leading software
- We will provide annual tax letters, slips and notices
- Priority response to emails & phone calls —dedicated lines to staff
- Access to additional wealth management support
- Proactive portfolio re-balancing
- Holistic financial planning for immediate family members regardless of account balance
- Preferred Pricing Reductions (for qualifying clients)
- Market Commentary and Investment Quarterly summary (IGIM) available upon request
- Online access to account information
- Online access to relevant articles and communication pieces
We are committed to continuing education to make sure our team is as current as possible. For that reason, we attend industry-leading educational conferences each year.
Fust & Associates Private Wealth Management can help you figure out your next step. Contact us today to set up a confidential, no-cost, no obligation evaluation with a member of our team by E-Mail or phone at 1-204-784-4586.