How do I get money from my account?
Just email us and ask! When you email us, we’ll follow up with additional instructions for securely transferring funds between accounts. Sometimes it may take a few days to send cash to you if we need to raise cash in your account by placing trades. So, please plan ahead if you anticipate needing cash. 

We most often use an EFT connection to send funds to clients. EFT stands for “Electronic Fund Transfer.” When we set up new accounts, we typically ask you to provide your checking account number and routing number to create this connection between your account here and your checking account. This gives us a fast, free way to send money out to you (or add funds to your account here, if you wish). We can only use the connection at your request. If you prefer to not create an EFT connection, then we can send you funds by wire for a fee or mail you a paper check.

How do I send money to my account?
Again, email us and let us know how much you would like to transfer in. When you email us, we’ll follow up with additional instructions for securely transferring funds between accounts. We can use the EFT connection to your checking account to transfer funds to your account with us. If the money you would like to transfer is currently held in another investment account, please securely send us a copy of the account statement and we can do a full or partial account transfer request. 

Can I trade on my own? 
No, you cannot trade on your own. Trades in accounts held with us will need to be submitted by your advisor.

Who is Vanderbilt (our BD and RIA)?
Vanderbilt Financial Group (VFG) is the marketing name for Vanderbilt Securities LLC and Vanderbilt Advisory Services. Vanderbilt Securities (VS) is our Broker-Dealer and Vanderbilt Advisory Services (VAS) is our Registered Investment Advisor. Technically speaking, our Centered Wealth advisors are representatives of either VAS or VS, depending on the transaction or account type. 

VFG is based in Long Island, NY. They provide back office support for all of our services and they are the regulated entities that interface with the SEC or FINRA. 

If you ever need assistance and you can’t get a hold of someone at Centered Wealth, you can reach Vanderbilt at (631) 845-5100. They will be able to assist you.

Who is NFS (our custodian)?
National Financial Services is our custodian. This is the entity that actually holds most of our clients’ assets . They are responsible for making sure your account is held safely and securely. They also generate your account statements, documents, and annual tax documents. 

What will my ROI be?
Performance cannot be guaranteed; however, we aim to provide best-in-class ESG and SRI investment options that provide competitive market returns.

How do ESG/SRI investments compare to conventional portfolio management?
We use a philosophical approach to portfolio management that we call “whole portfolio activation.” We aim to use SRI/ESG investments in all asset classes in the portfolios that we build. Our model portfolios can be tailored to an individual client’s values or preferences. 

Do you have accounting services?
Not currently. If you are interested in us considering adding this service or another service to our line-up, please let us know.

Can you help me make a will or estate plan?
No, we are not attorneys and we cannot draft legal documents for you. We can help you coordinate with your estate attorney in the drafting of these documents to help ensure that your desires are reflected accurately in your estate plan. We do have a large network of clients and advisors around the country. If you’d like us to look for a referral for you, please let us know. Often, your friends in your area can provide you with the best referral. 

Do I have access to my accounts online?
Yes! The vast majority of our accounts are held at NFS and can be viewed online at investor.wealthscape.com. There is a registration link on the sign page if you have never logged in. If you used Wealthscape Investor with your previous advisor, you will need to register for a new Wealthscape Investor account to access your accounts with us. 

If you are using an iPad or iPhone to log in, please download the Wealthscape Investor app from the app store or you will be locked out of your account.

If you prefer, you can stop receiving paper statements and documents by managing your delivery settings in Wealthscape Investor.

How do I get started?
Please use the contact us page to send us a message or schedule an introduction meeting. 

Do you have a minimum?
No, we do not have an asset minimum as a firm. We always evaluate new client relationships for best fit and we will tell you if we think our services are not a good match for what you’re seeking.

 
What services do you offer? (Account type lists) What can’t you do?
We offer many services and account types. Please reach out to us with questions. We currently do not manage 529 plans and HSAs. 

Where do I find my monthly statements and annual tax documents?
On investor.wealthscape.com. Login, click “Accounts” on the top left and select your account from the list below by clicking “Details.” In the middle of the page there will be an option for “Statements and Documents.”

Can we work with International clients and/or ex-pats?
In many cases, yes. We are able to work with green card holders domestically and US citizens abroad. Individual circumstances may impact our ability to partner with you.