When it comes to solving challenges for clients, the old saying "two heads are better than one" certainly applies to financial planning. Collaboration and strategic partnerships are fundamental to improving client outcomes. Partnerships are key to better serving customers by merging talent, expertise, technology and purpose.
At Pacific Tides Wealth Management, we select our strategic partners by asking one question: Will this partnership improve our ability to help our clients reduce the stress and anxiety in their lives that is created by financial worries. Our strategic partners help us deliver better investment outcomes, improve our customer service and increase our efficiency which enables us to keep our fees low. The list below shows our strategic partners that help us deliver for our clients.