Client Experience Questions

FAQs for Working with Our Team

Financial planning is personal, and that’s why you should work with a financial planner you can trust and understand. We value transparency at Emissary Wealth, which is why you can ask our team anything and you’ll get an honest answer. We’ve started with a few of the most commonly asked questions here to give you an idea of what your experience will be like.

FAQs

Learn more about what it’s like to be an Emissary Wealth client.

What aspects of my financial life can I expect you to assist with?

We help with everything and anything we can. You can expect that we will assist you with everything from estate planning, retirement planning, savings plans, and much more!

It may be difficult for me to meet in person, do you offer virtual or phone appointments?

We are always happy to complete phone calls and meetings virtually. Despite being located in Hackensack, NJ, we have clients nationwide.

Are you available to answer my questions as they arise? Will I be billed for each time I call you?

You are always welcome to call the office as any questions come to mind. You will not be billed for each time you call. Our billing is fee only. Click here to learn more details on our billing.

What is your investment philosophy?

We are a fiduciary, so we invest with your best interest in mind. We structure your portfolio based on both your risk tolerance and current market conditions.

Is there an account minimum for your clients?

There is no asset minimum for clients; rather, there is a fee minimum. We are happy to help all clients at various stages in life.

What is your onboarding experience?

Your first experience with Emissary will be direct contact with the founder and lead advisor, Chris Cacchiola. Chris will provide you with all the insights about Emissary Wealth and answer any initial questions. Once you are ready to get on board, we will send you Client Identification forms and a list of documents to collect from you. After the initial review, we will be in touch to schedule your first financial planning meeting.

Have a question that isn’t answered here?

Reach out and let our team know!