Simple | Effective | Convenient
Share your voice where it matters most, become a Ring Bearer!
Ring Bearers are existing clients, associates, and partners who have banded together in an effort to make certain we are addressing our clients needs. This Client Advisory Group is designed to give and receive feedback to and from each other and the professionals at Brass Ring Wealth Management.
Every quarter the group meets to discuss current events, changes in tax laws and government policies, trends in investing and products, as well as movements in the markets and economy among other topics as well..
This open forum allows us to share ideas and concerns freely, so that we can strengthen our relationships with our clients by knowing exactly what is on their minds.
Meetings are held on a quarterly basis as schedules allow. The group is limited to ten individuals at any one time. There is no formal compensation for being a Ring Bearer, although there are ancillary benefits. All ring bearers serve one year terms at their own discretion, and may serve as many terms as they like.
Join to day and be heard!