Client File Sharing Form
At Paces Ferry Wealth Advisors we value the security of our clients’ information. That is why we have contracted with Citrix ShareFile to provide a secure method for sharing sensitive documents with our firm. For more information about Citrix ShareFile, feel free to visit this FAQ provided by Citrix regarding their file-sharing services.
Investment advisory services offered through Paces Ferry Wealth Management, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.