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SiebertNXT + Wealth Manager
Building a Relationship

In today's online world, knowing there is someone you can count on regarding your finances is crucial. We combine the expertise of a dedicated wealth manager alongside SiebertNXT tailored portfolios.

The Best of Both Worlds.

No matter where you are in life, you can depend on our investment management expertise to build a plan that can help you achieve financial security.

Smart Tailored Portfolio

Automatically rebalanced, smart portfolios. Built to help you reach your goals and invest in what matters. Our portfolios are carefully designed to put your needs front and center.

All investments involve risk including loss of principal. Diversification does not eliminate the risk of experiencing investment losses.

Dedicated Wealth Manager

A Wealth Manager can help you prioritize your goals like saving for college and retirement, create a plan for reaching them, and provide portfolio recommendations.

Why SiebertNXT?

Our goal is simple. To help you meet your investment goals. The SiebertNXT tailored portfolios offer a more modern approach to investing - designed to make your life easier, keep your investment growth on track, and access on the go.

Dedicated Advice

Personalized Service

Competitive Pricing

A Personalized Investment Journey

A personal deep dive of your life and finances is important to better understand you and your goals.

Financial Deep Dive

A personal deep dive of your life and finances.

Along with the data from our SiebertNXT risk profile questionnaire, your wealth manager will ask you more tailored, personal questions. This will provide a holistic view of where you are at in life, risk tolerance, goals and current financial situation. We aim to place you in a more customized portfolio.

Additional Investments

Opportunities to further diversify.

With your account established, additional investment opportunities are available to you. With a better understanding of your personal finances, your Wealth Manager can now show you new issues and financial products that fall within your risk tolerance range and compliment your goals and SiebertNXT portfolio.

Staying on Track

Your life is constantly changing.

Your Wealth Manger will be alongside your SiebertNXT portfolio, consistently monitoring the progress. Based on market activity, they will look for potential adjustments or rebalances. Quarterly check-ins are built in to the platform, to make sure you and your Wealth Manager stay on track together.

Tax Efficiency

With finances, of course come taxes.

Your Wealth Manager can support your financial health by working alongside your personal tax professional or CPA. Your account and your goals will be optimized for tax efficiency. When it comes to your finances and taxes its important you have a team of individuals you trust.

Talk to a Wealth Manager about Premiere Pricing

Invest with confidence. We combine the expertise of a dedicated wealth manager alongside SiebertNXT tailored portfolios so you get the best of both worlds.

SiebertNXT + Wealth Manager

Up to 1.25% service fee*
Proactive and consultative.

Experience the best of both worlds. No matter where you are in life, you can depend on our investment management expertise to build a plan that can help you achieve financial security.

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Premiere

SiebertNXT + Wealth Manager

Questions? Let us help you.

Phone

Phone: (800) 993-2010

Give us a call.

Live Chat

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Mon - Fri 8:30am - 5:00pm EST

Email

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