Your contact request has been successfully submitted! An advisor will reach out to you shortly.
So, what's next?
By now, your contact request has been passed along to an advisor, who will be introducing themselves to you soon via email.
From there, you can expect your advisor to:
- Propose some times for an introductory call
- Send over a secure link for your portfolio statements (if you indicate you are interested in a Portfolio X-Ray)
- Schedule a Zoom conference call or in-person meeting, depending on your preference
What you need to do:
- (Optional) Locate and download your portfolio statements
Thank you again for reaching out. We looking forward to connecting with you!