Wealth Management Manages The Nest Egg.
We Manage The Nest.
Concierge service solutions for individuals, family offices and wealth management teams.
Deepening Client Relationships, Together
As a natural extension of wealth management, we provide your clients with a dedicated Advisor that is focused on the personal side of their financial well-being & longevity. Through our one-of-a-kind service model, we deliver personalized solutions for cash flow, healthcare advocacy, benefits navigation, estate directives, and concierge services from one cohesive and bespoke resource.
This means your clients receive proactive support to manage life's complexities, reduction of non-market risks, and less administrative burden to their every day lives. For the wealth management professional, it means a more engaged client, an accurate and timely view of the complete financial picture, and the freedom to focus on core investment strategy.
We turn your client services from a broad function into a profound advantage. By partnering with Tight Ship Advisors, you don’t just manage assets—you champion a client's entire quality of life.
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
Removes Your Blindspots
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