Integrated Adviser Service
Wouldn’t it make sense if your investment adviser, CPA, tax attorney, and estate planning attorney all communicated with each other?
We thought so, too. That’s why we feel you should integrate your advisers.
Now, all your financial and legal professionals can coordinate their services, communication and reporting. We bring it all together in your Annual Wealth Management Review. In addition, we proactively send your accountant the tax documents related to your accounts, and your estate planning attorney any documents needed to update your estate plan.
As a liaison between your financial and legal advisers, we bring cohesion to your financial world and help simplify your life. This service is available for a fee through Zeller Kern Wealth Management, Inc., a Registered Investment Adviser.
