Building Life Plans, One Client at a Time

Our Financial Services Partners

We partner with established and well-respected providers of financial services in managing your investments:

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Independent advisors need innovative technology combined with data they can rely on, backed by exceptional service. To achieve greatness your way, you need a cloud-based portfolio management platform offering aggregation, customizable reporting and rebalancing, combined with outsourced daily reconciliation. With anytime, anywhere access for you and your clients, Black Diamond frees you to focus on serving clients and growing your business.

 

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Accretive Wealth has partnered with Aperio Group to deliver Sharia-complaint strategies for its clients.

Aperio Group, is a boutique investment manager specializing in customizing investment solutions to meet the complex needs of ultra-HNW investors and institutional investors.

 

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The retirement plan experts at Primark Benefits provide complete design, administration, compliance and consulting services for all types of employee benefit and retirement plans.

Partnering with Primark Benefits ensures that your company’s retirement needs and those of your employees will be more than met.

 

We have chosen an industry leader to be the custodian of our clients’ assets—Charles Schwab. Voted the most admired company in the securities industry in a 2012 Fortune Magazine survey of businesspeople, Schwab provides our clients with monthly statements and online access to account information.

 

This state-of-the-art financial planning software is an important part of the toolbox we use to catalogue your assets and liabilities and to determine how to help you increase your chances of achieving the long-term goals you have set for yourself, your family, and your business.

 

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In order to provide you with the best possible service, we employ the powerful tools provided through Salesforce, the worldwide leader in on-demand customer relationship management services. Salesforce helps us to maintain accurate and up-to-date client data and helps us to reach out to you on a regular basis.