Our mission is to eliminate the fragmented user experience and empower all CPAs to offer complete financial well-being solutions to their clients.
We make it SIMPLE for tax professionals to evaluate and offer investment services to their clients.
Adding investments to your existing practice can rapidly GROW YOUR PROFITS by leveraging your current client relationships.
Our DIFFERENTIATED program allows you to stay focused on the client and we will handle the back office; enabling you to manage the time demands of your tax practice and provide wealth management services without adding material staff.
PARTNER – not a vendor