Provide:
Registered Investment Advisor
Your primary contact for financial planning, portfolio administration and investment advice.
Your primary contact for service needs such has transaction requests, help with technology, or questions about statements.
Your primary contact for helping you get clear on the big picture, strategy, navigating family dynamics, feedback on the process, or thought leadership.
We recommend you use a password manager and contact us if you need support with your accounts.
Securely upload your files using this button and our team will receive notification.
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At Wealth Squared you are our top priority.
While our service team proactively initiates scheduling, click here to schedule an additional meeting if you need some extra support.
This link is intended only for client or prospective client use.
Rachel McDonough, CFP®, CKA®, RICP®
Wealth Advisor | Wealth Squared
2024 © WSQ • Wealth Squared EverSource Wealth Advisors, LLC, a Registered Investment Advisor, doing business as Wealth Squared
