After a long few months, mountains of paperwork, and many emails, we have finally made our transition to the RIA! We thank all of our clients for their patience as we navigated our way to the new space. We couldn’t have done it without you!
Here are a few things to keep in mind moving forward:
- Some Thrivent products will remain at Thrivent and will not transfer. You can see these as you had before at Thrivent.com.
- Some accounts, typically for tax purposes, were sent to National Financial Services. You can login to see these accounts at www.wealthscapeinvestor.com.
- If you have not done so already, creating a Schwab log-in is incredibly beneficial. You may do so by visiting www.schwab.com, selecting “log-in” and “new user.”
- We are planning to open our Black Diamond client portal by November 1st. We will send out log-in information as well as post it here closer to that time. This portal will aggregate all accounts into one place.
- Please monitor any periodic contributions or distributions of your accounts these next few months and contact us if there is an issue
We thank you for the opportunity to be your advocates in financial planning. We are so excited to start our journey in this new space with you.