与我们会面

与我们的顾问交流，了解 NWM 如何为您提供最佳的帮助。

您的信息

非常感谢您的关注。请向我们提供一些您的个人信息，以便我们与您联系，安排会谈时间。

投资情况概要

High income investors with less than $1-million of investable assets are considered on a case-by-case basis at the Advisors’ discretion if there is a reasonable expectation of attaining the minimum threshold in the foreseeable future.

Interests

What are your biggest concerns?

一天中联系您的最佳时段是何时？

您希望我们通过电话还是电子邮件与您联系？

How did you hear about Nicola Wealth?

If you were referred to the firm by an existing client or Nicola Wealth Advisor, please provide their name?

What specific event or seminar drew you to Nicola Wealth?

If you heard about Nicola Wealth through a way not listed, can you please specify?