2023 Getting to know you

1
Let's start with your name.* This field is required.
First Name
Last Name
2
And how about your email address?* This field is required.
example@example.com
3
What's your phone number?* This field is required.
Area Code
Phone Number
4
How do you prefer that we communicate with you?* This field is required.
Email
Phone
5
How much do you have in investable assets?* This field is required.We ask this question to make sure you will qualify for our minimum investment management threshold of $500,000. We believe we do our best work with clients above this threshold. However, we can still set up an introductory call with you to discuss your options.
$0 - $500,000
$500,000 - $1 Million
$1 Million - $3 Million
$3 Million +
6
What type of services are you interested in from SVWA?* This field is required.
Financial Planning
Investment Management
Financial Planning & Investment Management
7
Is there anything you would like us to know?i.e. types of advice you're looking for, reasons for finding a financial advisor, if you've ever worked with an advisor, etc.
Huge
Large
Normal
Small
Ok
Ok
8
AppointmentPlease look for an email confirmation from one our team members and respond with confirmation on the meeting details.
Should be Empty: