Our Services

Our wealth management services aim to help clients with building, preserving, and transferring wealth based on individual circumstances. We offer various options that may be appropriate for different financial goals and situations. These include:

Personalized Portfolio Management: Investment strategies designed to align with your objectives.
Retirement Planning: Approaches to consider for future financial needs.
Advanced Wealth Transfer Strategies: Resources for wealth preservation planning.
Insurance Considerations: Strategies that may help address asset protection needs.

At Certus, we recognize the role insurance may play in wealth management planning. Our in-house Insurance specialists provide guidance and resources for relevant insurance considerations.

Life Insurance: Options for financial planning for beneficiaries.
Disability Insurance: Coverage options if you become unable to work.
Long-Term Care Insurance: Planning for potential healthcare expenses.
Annuities: Fixed, indexed, and variable options with different features and risks.

At Certus, our Operations team strives to provide responsive service to address your questions and needs. We work to help streamline administrative processes so you can focus on reviewing important information and making informed decisions.
 

Our technology platform aims to support your financial planning experience. We utilize various systems including Netx360, Docupace, MoneyGuide, and Envestnet, providing:

Investment Information: Access to account information that may help inform decisions.
Transaction Processing: Systems designed for order execution with security protocols.
Security Features: Multiple security measures implemented to help protect data.
Digital Operations: Options for electronic document management and processing.

We recognize that transitioning to a new firm involves important considerations. Our team works to assist with various aspects of the transition process, which may help reduce potential disruptions. We offer guidance through different stages of the process.