Oak and Vine Wealth Management | for Families & Business Owners
TAO Private Wealth
Description: CS Planning Corp. (CSP) provides advisors with an experienced, client-focused support team to handle many of their daily administrative tasks.
As a service partner to advisors, CSP offers a single point of contact for all administrative activities with the vendors or custodians they choose to use.
While advisors continue to supervise and direct those tasks, they are no longer burdened with the actual execution of those activities. This allows them to focus even more on delivering the best possible overall service to their clients.
CSP’s qualified staff serves as an extension of an advisors’ own team and thus plays a big role in their day-to-day service operations.
Oak and Vine Wealth Management | for Families & Business Owners
TAO Private Wealth