Advocates | Value | Leadership
Our Promises To You
We take our responsibility to you seriously. So here's our pledge...
We will be your fiduciary and family CFO
A fiduciary is someone legally bound to act in your best interest. It's a commitment to transparency and reducing conflicts of interest. It should be a bare minimum for any financial partner, but very few take the steps necessary to cement the commitment by operating as an RIA and a family CFO.
Our attention to detail will always be on point
You've heard the adage, "Don't sweat the small stuff"... well in personal finance, that's just not an option. When you join the Divergent Wealth family, you hire us to sweat the small the stuff, so you don't have to. We'll focus on your future, so you can focus in the present.
We will always operate with no strings attached
We are confident enough in our process and approach that we've structured our compensation to allow you the opportunity to leave with no strings attached. Our fees are pro-rated by the day, meaning if you decided to leave, any unearned advisory fees will be rebated.
Our Advice will always be straightforward & Forthright
There is nothing more frustrating than working with someone who makes life more complicated. We specialize in simplifying complicated things and doing it an honest and forthright manner. You can rest assured that we have tried to eliminate or disclose all conflicts of interest.
We will always have the heart of teacher
You'll often hear us talk about our commitment to help every client know a little bit more than they did before they came in. As you grow in your financial literacy, your financial life will likely become less complicated and more successful.
We won't accept gifts meant to skew objectivity
Advisers can be lured by lavish gifts that ingratiate them to a quid-pro-quo relationship with other service providers. As fiduciaries, we promise never to enter into any such a relationship and commit to you that our advice will always be in your best interest.
We will be meticulously transparent
If you have nothing to hide, transparency is a natural result. There is no reason in this day and age that transparency should not be expected. However, our industry has been slow to adapt from its archaic and stodgy approach. We're not OK with that and commit to be meticulously transparent.
We are committed to your success
Our role is to work with you to design a blueprint that reflects what is important to you and where you would like to be in the future. We then act as an ongoing catalyst both to implement the necessary steps and to respond to the inevitable changes that will occur over time.
We are committed to your needs
We will continue to focus on the issues affecting wealth individuals and families and take on a limited number of clients to ensure that you will receive an extraordinary service experience.
We will maintain our passion for excellence
We will continue to push ourselves to increase our expertise and exceed your expectations. Our team is made up of experts in each of the wealth management disciplines and we have extensive experience serving a sophisticated clientele. Our senior planners all have specific financial degrees and maintain multiple designations. (e.g., CFP®, CRPS®, CRPC®, etc.)