No, your policies and investments will remain unaffected. Our advisory relationship will continue seamlessly, ensuring that your financial plans and goals stay on track. this item.

Yes, we will need your authorization to transfer the management of your policies to our new firm. Detailed instructions will be provided soon, and we will assist you through every step of the process.

We are moving to a new firm to join a group of original PIAS advisers who seek greater independence. This move allows us to expand our services and work with a wider range of providers, ultimately benefiting you with more tailored and diverse solutions.

No, there will be no changes to the fees you are currently paying. Our commitment to providing you with excellent service remains unchanged.

The transition will allow us to offer a broader range of financial products and services. With greater independence, we can ensure that our advice is even more aligned with your best interests, providing you with enhanced solutions.

No, your main point of contact will remain the same. You will continue to receive personalized service from the same team you have always trusted.

The new firm is founded by experienced advisers who share a commitment to client-first principles. We have chosen this path to ensure we continue to deliver the highest standards of service and integrity.

We are here to address any questions or concerns you may have. Please feel free to reach out to us at any time. We are committed to making this transition as smooth as possible for you.

No, our investment philosophy and approach to managing your portfolio will remain consistent. There might be changes to the components of the portfolio but we will continue to prioritize your financial goals and work diligently to achieve them.

The transition process will be carefully managed to minimize any disruptions. We expect it to be completed within a few weeks, and we will keep you informed throughout.