EWS CLIENT SERVICE MISSION

At EWS you are our top priority.  To that end, we like to engage with you in a friendly, yet professional manner where you experience content and service that is meaningful, relevant and beneficial.  We conduct all aspects of our service with integrity, honesty and consistency.  Bottom line:  helping you create your personal wealth solution.

Client Contact

We aim to answer your call promptly and courteously, with a real human being provided your call is between 9am and 5pm, Monday through Friday (excluding market holidays).

Responsiveness

When you have questions, we will provide a response within 8 working hours.  If you feel we have failed to live up to these, or any other expectations, let us know and we promise to take prompt corrective action.

Privacy and Confidentiality

EWS will treat all of your personal information private and confidential within our company.  We will only share this information with associates when necessary for the effective management of your account.

Personal Account Management

When we manage your investments, we will provide a clear and accurate summary of your accounts on a monthly basis through the custodians we use – Fidelity or Betterment.  EWS creates a personal website for you where your accounts are aggregated to help you see your complete financial picture.  Whether accounts are managed through EWS or elsewhere, we make your financial transactions easier and more convenient.

Transparency of Services

EWS provides fair and accurate disclosure regarding all its services and related companies.  If there is anything you see that we could do better, please tell us.  We take every comment seriously and work to provide the finest service you deserve.