BECOMING A CLIENT...

Once you have decided to become a client, or if you are considering becoming a client, there are a few steps that we need you to take...

 

First, if you haven't already contacted PRWM, complete the information section on the right side of this page.  An advisor will contact you within 24 hours to schedule a time for your personal meeting.

 

Second, you will need to gather all of your financial documents together and have them available for your personal meeting.

 

Third, during your personal meeting, your Advisor will take time to understand your situation, develop an initial action plan and explain the process to complete being a client.  We will prepare and complete the necessary paperwork and begin providing your comprehensive wealth management service...

Advisory services offered through Private Ridge Wealth Management, A Member of Advisory Services Network, LLC.

Insurance products offered by licensed independent insurance agents.