Traditionally & typically, it is difficult for advisors to provide ongoing management of accounts such as 401(k)s, 403(b)s, 457s, variable annuities and 529s, unless there is a self-directed option.

Our new partner, Pontera (formerly FeeX), provides a software allowing advisors to view, manage and trade any assets held by other custodians and provide clients with the benefits of comprehensive portfolio management. This allows full holistic account management and wealth planning so you can be confident that all of your investable assets are being professionally managed.

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Studies show that professionally managed accounts outperform unmanaged accounts by 3% or more, net of fees.

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WFG would like to offer this new service to help our clients cross the bridge to a better retirement!
Call us today to start the process to link up your 401(k)s, 403(b)s, 457s, variable annuities
and other held away accounts.

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