Splitting your time between more than one state -- or more than one country? It’s a dream scenario for many of our clients, but not without its unique challenges.
Just because you are travelling on your own path throughout the world doesn’t mean you can’t take your advisor with you. Clients that are in different states even different countries, they still need help. We're there for them, we understand the lifestyle change that occurs and how things that were once simple can become complex in a hurry. We help them continue to adventure with a sense of security by simplifying and helping to remove stresses and avoiding potential obstacles before they occur. When something unexpected occurs I’m there to assist, with today’s technology I can help with my clients no matter where they are on the globe.
We have the flexibility and expertise to work with clients no matter where they are. No need to worry about time-zone differences either -- Windward offers 24-hour virtual appointment options for our clients’ convenience.
Securities and investment advisory services offered through Osaic FS, Inc., member FINRA/SIPC. Osaic FS is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FS.
Osaic FS, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
See Osaic FS’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic FS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FS’s Forms ADV, Part 2A, which describe Osaic FS’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic FS’s broker-dealer services, and other client disclosure documents can be found here.
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