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“The journey of a thousand miles begins with a single step.” – Lao Tzu

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The sessions are informational and educational only. This time is yours to address your concerns on your terms.

DISCOVERY CALL

RETIREMENT ESSENTIALS

PORTFOLIO REVIEW

GETTING STARTED WITH ALEXANDRIA

Not ready to book an appointment or feeling shy?

We would still love to help. Send us your questions. One of our Service Advisors will get back to you.

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Frequently Asked Questions on Getting Started

What’s the first thing I should do if I wish to engage Alexandria?

Schedule a meeting with us so that we can learn about you and what you wish to achieve with us.

Who would I be working with?

Once we determine what your needs are, you will be assigned a lead advisor and service advisor who we believe are most compatible with you.

Would I be able to meet with Alexandria Capital in person?

Absolutely. In fact, we welcome the opportunity to visit with us and meet the team.

Would I be able to use Zoom or video conferencing for meetings?

Yes. We make tools available to make communication simple, safe, and effective.

Is my data safe and protected?

Yes. We take data security and privacy very seriously. We use secure channels when sharing sensitive data and a dedicated team is tasked with ensuring that our data ecosystem deploys the latest encryption and authentication methods and technologies.

How long does it take to get everything set up with you?

This would be largely determined by you. For engagement, the required paperwork generally does not take more than a day to prepare once you get us the information we need. To get your assets/plans in motion, this would depend on the length of time to complete the research/planning.

Let’s Plan

Talk to us today about building wealth on your terms.

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