Relationship Management

A strong client-advisor relationship is what makes all the pieces fit together.

We provide regular briefings on the performance of your portfolio and your financial accounts. In addition, we keep abreast of changes in your life to help ensure that your needs and goals are met. Building and maintaining a proactive working relationship helps us provide customized and personal solutions to suit your needs. We partner with our clients to become the captain of their financial team, collaborating with specialists, such as attorneys, accountants, trust officers, bankers, insurance representatives or whatever the circumstances warrant.

These relationships are the center piece, the foundation, of any successful integrated plan.

Securities offered through Purshe Kaplan Sterling Investments,, member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Bellwether Advisors, LLC are not affiliated companies. Investments through PKS or RIA are:

NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL NOT INSURED BY ANY STATE OR FEDERAL AGENCY

© 2019 Bellwether Wealth. All rights reserved.

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