Wealth Management
Thank you for your interest in learning about the resources and talent PrimeVest has put at your disposal to help clients stay focused on the big picture for their retirement and wealth transfer goals. One of the best ways to deepen their relationship with your financial institution is to address these fundamental concerns head on. Clients already put their confidence in you and the financial professionals for many of their financial needs; providing them with the insight to not just save for the future, but plan for the future, may help bring more of their assets to your institution. Your recurring revenue grows, as do the sales opportunities, and clients receive the guidance they are seeking from a source they trust.
This more holistic approach is the heart of our Wealth Management program. Designed around the particular needs of financial institutions, our program can help financial professionals:
- Understand clients’ goals and objectives
- Gather and analyze information on clients’ feelings
- Develop a plan of action
- Implement that plan, and finally
- Review, monitor and update that plan based on clients’ life changes
From our robust investment research, integrated Web-based financial planning tools, leading advisory platform with various advisor-directed or outsourced investment program solutions, advanced markets and sales support, to ongoing mentoring, training and education, we can help you position your institution as the source of trusted, unbiased wealth management advice.
Barnaby Grist
Executive Vice President, Wealth Management
Cetera Financial Group