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The Client Advocacy Program™

We are with you every step of the way

Meeting handshake

Our Client Advocacy Program™ is an integral and unique part of The Perry Richey Group's client service process. 

This program is built to enhance three key aspects of our practice - Stewardship, Standard of Care, and Life Events.

Your Client Advocate works alongside your Financial Advisor to review your accounts, formulate meeting agendas, and prepare for each client review meeting. Your Client Advocate also manages any follow up, provides you with a detailed meeting summary, oversees implementation of any recommendations, and coordinates strategies with your CPA and attorney as needed. Your Client Advocate serves as your dedicated point of contact within our team.  

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