Integrated Advisor Service®
Wouldn’t it make sense if your investment advisor, CPA, tax attorney, and estate planning attorney all communicated with each other?
We thought so, too. Zeller Kern’s Integrated Advisor Service coordinates services, communication and reporting between your financial and legal advisors. We bring all of the relevant information from each of your advisors into one annual wealth management review. We also proactively send tax documents related to your accounts to your accountant, and documents needed to update your estate plan to your estate planning attorney.
As a liaison between your financial and legal advisors, we bring cohesion to your financial world and help simplify your life. Our Integrated Advisor Service is available as an addition to our wealth management services.