Over the years you have developed trusted, long lasting relationships with your clients. We understand and respect the importance of these relationships, and recognize the relationship risk you retain when referring existing clientele, or collaborating with new advisors to accomplish client goals.
At NBS we wish to support you in your endeavor to provide clients with professional, knowledgeable client focused service. We understand your client’s complex and ever changing financial needs, with a seemingly infinite array of financial approaches to choose from, an intimate, in-depth understanding of a client’s situation is necessary to ensure that the most beneficial approach is utilized to meet client goals.
Our CFP®’s are always seeking to build and expand a network of trusted advisors such as yourself from which they can feel confident exchanging referrals of current and future clientele. In the past our advisors have collaborated with attorneys in the areas of family wealth planning, estate planning, and post-marriage income planning.