EMPLOYEE SOLUTIONS

Workplace
Wealth Solutions

Providing a corporate-sponsored financial wellness program aiming to improve employees' financial lives.

Benefits to You
and Your Employees

Workplace Wealth Solutions provides the opportunity for greater participation in all of your benefits programs.

Corporate Benefits
A comprehensive financial wellness program, customized to help address the priorities of employees and serves as an extension of your Human Resources department.
Employee Benefits
Personalized financial advice through locally-based Financial Advisors who have experience working with employees and provide access to financial plan capabilities.

Providing Effective Tools for
Financial Management

Through our customizable financial wellness program, we provide employees access to solutions that help address the unique challenges they face in managing their wealth.

Financial Planning
A comprehensive customized, financial roadmap based on employees and their families' unique needs and goals.
Financial Education
Educational programs providing actionable and relevant information to make confident, well-informed financial decisions.
Corporate Executive Services
Access to resources and thought leaders who focus on legacy and estate planning, philanthropy and family governance services.
Tax Services
Access to third-party tax providers, at a discounted rate, delivering tax planning and preparation services.

The Workplace Wealth
Solutions Experience

Our goal is to help ensure every employee gets the most from their experience with Workplace Wealth Solutions.

Discovery
Communication
Financial Education
Discovery and
Custom Program
Development


  • Which employees will receive Workplace Wealth Solutions?
  • What employee benefits do you already offer?
  • Do you want to offer financial education to your employees?
The Workplace Wealth Solutions Experience
Our goal is to ensure every employee gets the most from their experience with Workplace Wealth Solutions.
Discovery
Discovery and Custom Program Development
During the discovery phase, we seek to gather input from each organization to customize their solution. For example:

  • Which employees will receive Workplace Wealth Solutions?
  • What employee benefits do you already offer?
  • Do you want to offer financial education to your employees?
Communication
Communication
We offer a suite of tools to aid in the promotion and delivery of Workplace Wealth Solutions. These include:

  • Customized Employee Website
  • Launch E-mails highlighting benefits of the program
  • Program Overview Material
  • Quarterly Themed E-mails to enhance their wellbeing
Financial Education
Financial Education
Offering onsite and online financial education to your employees focusing on financial topics including:

  • Securing Your Legacy
  • Understanding Your 401(k)
  • Women and Wealth
  • Investing with Impact

Learn More
Connect with Us

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