To start working with Aquinas Wealth Advisors, you need to open an account with us.

This is a fairly easy process, with just a few steps.

• Start by providing your name and contact information so that we can stay in touch
• After submitting this information, we have a few more questions for you
• You will need to provide some additional information to get an account started
• There will be some questions about your financial goals and risk tolerance
• Upon completion, and advisor will start working on your account
• We’ll provide you with a portfolio recommendation and contact you