At Select Wealth Partners, your financial safety is one of our highest priorities. One simple but important way to help protect your accounts is by keeping your Trusted Contact Person information current.
While not required, designating a Trusted Contact Person adds an extra layer of security to your financial relationship with us. This person acts as a safeguard in specific situations—such as when we need to verify your contact information, check on your well-being, or address concerns about possible financial exploitation.
It’s important to know that your Trusted Contact Person cannot make changes to your accounts or take any action on your behalf. Their role is solely to help protect you and your assets.
We encourage you to take a moment to review your accounts and ensure your Trusted Contact Person information reflects your current preferences. If you have any questions or need assistance, please don’t hesitate to email us at info@selectwp.net call us at 845-615-9500.
At Select Wealth Partners, we’re here to help you feel confident and secure every step of the way.