Moving your nest egg can be a stressful decision. We get it. It takes a great amount of trust to give us the opportunity to manage your money. Thankfully, we’ve done once or twice before and we have it down to a science, making the transition is as easy and straightforward as possible.
Joining the Pier Family
Once you’ve decided to join the Pier private client group, we’ll handle all the details. Our premier service will streamline your onboarding experience to make it a hassle-free transition. We work hard to reduce the amount of paperwork so all we need is a signature, we monitor your transfers closely, and we keep you up to date on each step of the process. You will get to know each member of our team and have direct access to your personal advisor.
Plan: We use a proprietary discovery process that not only uncovers financial facts about your life, but we also identify your goals, dreams, and personal biases when it comes to money. Our process is built on the latest behavioral finance research and designed for EVERYONE, not just our CFO clients.
Invest: Warren Buffett is often quoted as saying “The biggest risk comes from not knowing what you’re doing.” Our advanced technology can provide unsurpassed clarity into the risk of your portfolio. We build portfolio recommendations customized to your priorities and goals. We utilize a broad range of investment solutions that range from low-cost ETF and mutual fund portfolios to more sophisticated custom strategies, alternatives, options, and private offerings.
Evolve: As you go through life, positive and negative financial events will occur. When your financial conditions change, we help you to make appropriate trade-offs. We don’t want you to run out of money, nor do we want you to die with a mattress stuffed full of money. We will let you know if you veer outside of the guardrails, and help you make decisions to get back on track. We do this in a way that always keeps you in control. We will proactively contact you for regular in-person meetings and to make sure you understand what we’re doing with your portfolio and why. And of course, we’re always here for you when you need us.
Retire: Retirement isn’t the end. It is the beginning of a new phase of your life. One that is unencumbered by the responsibilities of a career, and allows you to focus your time and energy on the things that matter most to you. We have many years of experience helping clients navigate this transition, and offer a broad set of solutions to ensure you live your one best life. Leverage our investing expertise, so you can spend more time enjoying your retirement instead of worrying about how you’re going to afford it.
We want you to be as excited as we are about taking this next step. To get additional information about joining the Pier private client group, call us at 901-471-8100 to speak with an advisor, or complete the form below and we'll call you!