Divergent Wealth Service Standards
respectful of your time
Your time is as important as ours. Our meetings will start on time and phone calls are returned in no less than 30 minutes
Meeting summaries
We take detailed notes of every conversation and meeting.
Financial Dashboard
All clients get their on personalized financial dashboard.
fiduciary
we have legally bound ourselves to actin the client's best interest.
Outgoing Communication
You determine how often you want us to reach. Then we execute.
smooth transition
for clients who desire a seamless electronic on-boarding experience need to look no further.
Low-Cost Investments
Costs are a direct drag on performance. We keep them low.
attention to detail
We are meticulous about the details. We have to be.
legal coordination
We coordinate and in many cases pay for your estate planning
Credentialed Advisors
All advisors have 3rd party industry certifications.
Easy to Read Website
Website should be easy to use and understand.
Team Approach
A collaborative team approach always yields better results.
Digital Vault
Clients need an encrypted vault for estate administration
Transparent Performance
Don't dig 20 clicks deep..We prefer performance on the home-page.
Innovation Commitment
In our fast-paced world. Your advisor can't be late to the game.