Wealth Management Manages The Nest Egg.
We Manage The Nest.
Concierge service solutions for individuals, family offices and wealth management teams.
We fill the "grey area" of financial well-being
As wealth management professionals, you’re tasked with addressing client needs that go beyond just retirement & investment strategy.
Supporting your clients with a fully holistic client experience is essential, yet challenging without the right resources. Partnering with Tight Ship Advisors means your clients receive personal assistance tailored to their unique situations while reinforcing your relationship and creating alignment between the check book & investment account.
Together, we’ll ensure your clients can achieve their financial goals with peace of mind.
Strengthening Your Client relationship Strategy
1
Personal Proactive Engagement
Facilitating consistent and
proactive engagement with
clients & prospects that moves
beyond traditional touchpoints
to address the broadest range of needs
2
Deepening Existing Relationships
Building more enduring client
relationships by integrating a
broader suite of services to meet expectations without adding seats to your bench.
3
Your Key Value Differentiator
Serving as a powerful value
when attracting & onboarding
new clients (CAC) and as needs
change over time for established clients (LTV)
4
Holistic & Compliant
A dual path strategy reinforcing
your fiduciary and KYC
obligations in every action that
reduces blindspots
5
Reduces Leakage & Reaction Time
A proactive feedback &
communication loop to
anticipate & capture
opportunities reflecting
commitment to timely &
personalized attention
6
Concrete & Actionable Metrics
Replaces the anecdotal with
verifiable data to build an
accurate financial picture,
including income, assets, and
liabilities to strengthen
recommendations & strategy