Asset Class Returns
This We Believe
This We Promise
This We Are
This We Do
"Customer service isn't just a department it's an entire company culture."
Divergent Wealth Service Standards
Your time is as important as ours. Our meetings will start on time.
We take detailed notes of every conversation and meeting.
All clients get their on personalized financial dashboard.
We are adamently against robots answering our phones.
You determine how often you want us to reach. Then we execute.
Phone calls are returned in no less than 30 minutes.
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.
We have legally bound ourselves to act in the clients best interest.
Skimping on a client service team to increase the bottom line is wrong.
For clients who desire a seemless electronic on-boarding experience need to look no further.
Join The Divergent Wealth Family