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"Customer service isn't just a department it's an entire company culture."


Divergent Wealth Service Standards

 

Outgoing communication frequency at your preference

Personal calls usually returned within 30 minutes

Coordination with your estate planning attorney  

All advisers will be credentialed  CFP® Professionals

Appointments start on time

No robots answering our phone lines

Meeting summaries and to-do lists

Meticulous attention to detail


Easy-to-read Website


Custom performance tools on Divergent Wealth client homepage


Online Financial Planning Dashboard

Inbound calls answered between 8:00 a.m. and 5:00 p.m.

Digital vault for legacy planning

Legal fiduciaries


Qualified and competent staff

Commitment to low-cost investments

A CFP® professional available during business hours

Commitment to innovation

Paperless account administration upon request

Client accounts held at Fidelity Investments™, a privately owned company since 1946


Join The Divergent Wealth Family

385-237-4000