The Transition
The move to &Partners, explained in plain terms.
Who is &Partners and why do you work with them?
&Partners is our broker-dealer and investment adviser, the platform through which we offer securities and advisory services. It was founded by industry veterans as an advisor-owned firm with direct support instead of call centers. Custody of your assets is handled by National Financial Services LLC (NFS), a Fidelity company, one of the industry’s most established custodians. We chose &Partners because their model matches how we already worked: client first, transparent, and independent.
What happens to my accounts in the move from Wells Fargo?
Your relationship with us doesn’t change. Same advisors, same offices, same phone numbers. Your accounts move to custody at National Financial Services LLC, a Fidelity company, and you receive new statements and online access from NFS. We walk every client through the paperwork and timing.
Getting Started
What a first meeting is like and who we fit.
What does the first meeting look like?
A conversation about everything: family, goals, accounts, worries, what you want the money to do. We ask questions, you’ll think of more, and that’s the point. There’s no charge and nothing to bring except what you’d like answered.