At Paces Ferry Wealth Advisors we value the security of your 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.
To help us match your files correctly, please complete all fields below as follows:
- Email – Enter the best email for us to send confirmation or follow-up questions.
- First Name / Last Name – Enter your full name (or the name of the person these documents are for).
- Company – If you’re not submitting documents for a business, simply type “N/A”.
If you’re unsure, please call us at (404)-480-5200 or email hello@pacesferrywealth.com before submitting.
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.