Considering TrustWell?

We are so thankful for all the friends and family that you and other clients have referred to us over the years!

We understand the next steps when engaging a financial advisor can be unclear at times. We want to make this process for your referrals as clear and comfortable as possible, so we have launched a new page on our website titled Considering TrustWell?

On this page, which has one-click access from the home screen of our website, we share our 3-step process for someone who is considering TrustWell as their financial advisor.

1. The first step is a quick phone call. On this brief call, we help people evaluate if we are a good fit for their needs. If what they are looking for does not match our specialty, we will give them great guidance and help them find someone who is a fit for their needs. If we are a good fit, we will move to step 2.
2. Next, we will schedule their free initial meeting. During this meeting we want to learn more about them and their goals as well as answer any questions they have about us and our services.
3. If they have decided that we are the right financial advisor for them, we will schedule an onboarding meeting. During this meeting we will get them set up with us. This includes any necessary paperwork and a discussion about our investment beliefs and philosophies.

We hope this new page on our website is helpful to you and those you direct there. We continue to be very grateful for you and our other amazing clients!