How You Benefit
As a client of Cebert Wealth, you may meet primarily with one advisor, but you also get an entire team of experienced financial professionals. The five financial advisors and one senior staff representative make up the Cebert Wealth Investment Committee. This team approach means the clients benefit from the collective experience, knowledge and education of five financial advisors instead of just one.
When you’re a Cebert Wealth client you not only get contacted on a regular basis, you’re encourage to attend one of our regularly schedule Cebert Perspective Market Updates. These market updates allow us to communicate to our clients what we believe is going on, and what we are doing about it. We feel a fully informed client worries less about their investments, and enjoys life more.
Scheduled reviews with a Cebert Wealth Financial Advisor are just one of the ways we add value to the client experience. Our support staff also enhances the client experience by carefully ensuring the necessary paperwork gets done, and they take the time to explain the forms to our clients. These are just some of the things we do at Cebert Wealth to make sure our clients receive service that exceeds expectations.