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
We take detailed notes of every conversation and meeting.
All clients get their on personalized financial dashboard.
we have legally bound ourselves to actin the client's best interest.
You determine how often you want us to reach. Then we execute.
for clients who desire a seamless electronic on-boarding experience need to look no further.
Costs are a direct drag on performance. We keep them low.
attention to detail
We are meticulous about the details. We have to be.
We coordinate and in many cases pay for your estate planning
All advisors have 3rd party industry certifications.
Easy to Read Website
Website should be easy to use and understand.
A collaborative team approach always yields better results.
Clients need an encrypted vault for estate administration
Don't dig 20 clicks deep..We prefer performance on the home-page.
In our fast-paced world. Your advisor can't be late to the game.