Clients are frustrated. Accountants are tired. But there's a better way.
A client's accountant is often their most trusted advisor and has the most complete picture of a client's financial life. Integrated Advisory by WealthCo works directly with a client's accountant to implement a plan that helps them reach their financial goals.
- Collaborate with industry specialists on a single integrated financial plan.
- Find clarity in both a client's personal and business finances.
- No more project management for clients with multiple advisors.
- Elevate the client experience for accounting firms.
Discover the way financial services should be.
Integrating a client's personal and business plans together with all of their advisors is the only way for them to truly get to where they want to be.
