About Us

We provide professional virtual assistant services for wealth management advisors, handling everything from client onboarding and document management to communications and event planning. Our goal is to streamline operations, ensure accuracy and confidentiality, and support advisors in delivering exceptional client experiences so you can focus on growing your business while we manage the details efficiently and reliably.

My Virtual Assistant Solution for Independent Businesses

Client Engagement & Event Management

• Planning, initiating, and executing monthly client engagement events

• Supporting advisors in growing their client base through organized outreach

• Ensuring a smooth client experience with attention to detail and professionalism

Compliance & Documentation Management

• Ensuring accounts and documentation are accurate and compliant

• Maintaining records and tracking paperwork

• Supporting advisors to stay organized and audit ready

Operational & Administrative Support

• Handling new account establishment and onboarding (retail & non-retail)

• Managing ACAT transfers, rollovers, and related account movements

• Coordinating with custodians, vendors, and internal teams

• Tracking and managing document workflows