Case Study: Archer Investment Management achieves faster estate planning completion with Wealth.com

Archer Investment Management helps 35 families complete estate plans in 35 weeks with Wealth.com

Archer Investment Management, an RIA working with high-income tech families, needed a better digital solution to help clients complete long-delayed estate planning documents after their previous tool proved ineffective. They adopted the estate planning platform from Wealth.com to address this challenge.

Wealth.com provided a scalable, white-glove solution that integrated seamlessly into the firm's workflow. The implementation enabled Archer to help 35 families complete their essential estate documents in just 35 weeks, significantly strengthening advisor-client relationships and providing clients with a major accomplishment and peace of mind.

Archer Investment Management