Open an Account with Aquinas Wealth

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 your information, we will take you to our advisory portal to get signed up
  • 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, we’ll provide you with a portfolio recommendation and you can open the account

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