Chaffe/Malcolm + Partners Inc

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However, before we provide you with access to the tour, we want to better understand your needs. To accomplish this, we require that you invest 15 minutes of your time speaking with one of our senior staff over the telephone. We will ask you a series of questions intended to provide us with an understanding of where your practice is today and where you want to take it in the future. Your responses will be held in the strictest of confidence. If your responses indicate a need for Investment Gold, it will be our pleasure to provide access to the tour immediately after the interview.

Investment Gold also empowers you to transform your practice into a turn-key operation. Developing a turn-key operation allows you to spend more time managing your practice and less time operating your practice . At the same time, a turn-key operation will maximize the market value of your practice .

Investment Gold is the ultimate client care system for wealth management professionals. If you are building your practice, Investment Gold will empower you to attract and retain your ideal clients. If you have a mature practice, Investment Gold will allow you to develop a turn-key operation, freeing you to work "on" your practice rather than "in" it and maximizing the market value of your practice.

Founded in 1987, Shaughnessy Financial provides financial planning and investment services to more than 400 clients. We are a family owned and operated business focusing on providing an extremely high level of personalized service to all of our clients.

We recognize that our clients need comprehensive solutions, not just software. So we provide our clients with much more than just Investment Gold. We also provide all of the professional services necessary to ensure the success of our clients. And we back that up with our satisfaction guarantee.

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