In this testimonial, Ross Viergever of Symphony Wealth Group shares how Wealth.com transformed the way his firm delivers estate planning to clients.
Ross reflects on what first drew him to financial planning: the ability to make a meaningful impact not just for one client, but for families across multiple generations. At Symphony Wealth Group, many clients fit the profile of the “millionaire next door,” living modestly while prioritizing the protection of their family’s legacy.
Before Wealth.com, referring clients to outside estate planners often created friction. High fees, unfamiliar relationships, and a complicated process meant many clients hesitated to move forward with estate planning.
With Wealth.com, those barriers disappeared. Clients can now complete their estate plans from the comfort of home at a significantly lower cost and with far less complexity. Ross says the most common response he hears from clients is simple: “That was a lot easier than I thought.”
Since launching Wealth.com just six months ago, Symphony Wealth Group has already onboarded 60–70 clients and generated more than $50,000 in additional revenue. More importantly, Ross says, families now have the peace of mind of knowing their legacy plans are in place.
His advice to other advisors considering Wealth.com? Sign up. You won’t regret it.
