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