Serve All Your Members with Defined Service Tiers

In traditional models, small investors are often ignored due to their inability to generate large commissions or fees.  At CuVantis Wealth Planning, we’ve created a tiered service structure that accommodates the different needs of all your members.   Each tier specifies exactly what services the member will receive and is priced accordingly.  We’ve redesigned staffing to a role-based model that allows advisors and counselors to spend time with members who are just starting their financial journey, as well as providing comprehensive planning and investment management to those with more complex needs.

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