Our investment management process starts with understanding our client’s investing objectives and then developing a strategy to get there.
We use some of the industry’s most efficient tools and treat your account like it is our own. Through our secure financial dashboard we provide the opportunity to have a current snapshot of your investments and their performance across various accounts. Our team’s investment process provides transparent information and a proactive service that you can trust.
Traverse Wealth merges with GreerWalker Wealth to offer expanded services and expertise with a client-first focus.
Same culture, same people, same process with a deeper bench of talented advisors.