Become a Client


  1. Introduction meeting with our portfolio managers
  2. Complimentary Analysis of Your Current Investments Using Morningstar Data
  3. Selecting a custodian (TD Ameritrade or Charles Schwab)
  4. Review the Client Starter Kit (mail or digital format)
  5. Complete New Client Form
  6. Sign WI Investment Management Agreement
  7. Complementary Access to our Professional Network of Financial Professionals