Dear clients;
Thanks for taking the time to visit our site. We are very excited to add another tool to help us communicate with you. We are available on Twitter at @4pillarswealth and on LinkedIn as Jonathan Luesby.
To my existing clients, please communicate with Michèle to obtain your userid and password for online account access via WealthTracker. As well, for convenience/environmental reasons you may wish to avail yourself to our electronic statement delivery option. Simply contact Michèle.
Dear Prospective clients;
If you are currently seeking a new wealth management advisor, simply go to the Contact Us tab and let us know! It would be our pleasure to communicate with you in a timely fashion to explore the possibilities. There is no cost to sit with us and discuss how we could be of service in providing solutions to you and your family.