Here’s what it’s like to work with Ellevest Private Wealth Management:
- First, we’ll spend time learning all about you and your financial situation in order to get a clear understanding of your needs and goals.
- Then we’ll put together an investment proposal for how we can work together to help you get there.
- Then we’ll help you open your Ellevest accounts and transition your assets. Our team removes the heavy lifting from this process to make it fast, easy, and secure.
- We’ll review your current investments and work to align them to your goals, taking into account taxes and fees.
- You’ll have access to an online portal where you can view your investments, review performance, and share documents with us.
- We’ll monitor your accounts, make changes as markets change, and proactively seek out ways to add value.
- Your team will keep you in the loop. Your dedicated Ellevest team includes your advisor, client services team, investments team, and financial planner. You'll receive regular communication to review progress and discuss any key changes — including an annual review to discuss your portfolio and goals. And, as a client, you can also expect access to Ellevest’s dedicated events, executive coaches, financial planning, and more.
- We're always here to help. you can call or email your advisor and dedicated client services team at any time with questions.