Will I still work with my same Red Tortoise Advisor?
Yes! You will continue to work with the same team members from Red Tortoise. As we began discussions for a potential merger, it was extremely important that the entire Red Tortoise Team would stay on and become part of the BIP Wealth family.
What changes can I expect with this transition?
Red Tortoise has a new name and logo now and will be going by BIP Wealth. The current standard of care and personal touch you are used to receiving won't change at all. As part of the BIP Wealth family now, you will benefit from the expanded resources we offer to all of our clients.
What does an ongoing relationship with BIP look like?
You can expect frequent communication from us, including webinars, Market Reports, and other client events, along with in-person meetings, phone calls, and video-conferencing with your Personal Wealth Advisor. BIP is engineered to perform for you.
