This is a 30-minute introductory consultation call with one of our Wealth Managers to get an understanding of your situation and how we can help.

Need to run something by me or just have a quick question? This short PHONE meeting is a convenient way to check in, clarify next steps, or talk through something on your mind. I’m here to help!

Need to run something by me or just have a quick question? This short ZOOM meeting is a convenient way to check in if we need do a tutorial or share something on the screen.

This Zoom meeting is to help you with all of your new accounts and navigating through the tech systems we have here at Tenacity. We will be going through Schwab Alliance, EMoney, GReminders and any other questions you may have.