Twenty minutes · You talk, we listen
No pitch deck. No 47-slide presentation. No sales rep reading from a script. You talk to the person who built this, and you leave knowing whether it fits — including if the honest answer is that it doesn't.
What happens in twenty minutes
Your assets, your custodian, what you run today, what breaks most often, where you want the firm to be. The real picture, not the polished one.
That is genuinely it. You are talking to a decision-maker who can answer questions on the spot, not someone who has to check and get back to you.
An honest read on where you are, where the gaps are, and whether this is the right fit. If it isn't, we will tell you that too — and point you somewhere better.
Before you book, three things worth knowing
You do not have to talk to us first. Ask and we will introduce you to a principal running
a firm your size, on your custodian — and nobody from UX Wealth will be on that call.
Nothing is committed by talking. The agreement runs a year with a thirty-day out at any
point, including the first month. No lockup.
And nothing moves until it matches. Billing and reporting run in parallel against your old
stack first; if they do not agree line for line, you do not move and you owe nothing.
What you leave with
What your current stack is actually costing you, what Xperience would replace and what it would not, and your number — on assets, per account, or flat, whichever fits how you run. Yours to keep whether or not you ever call back. We do not send proposals and we do not chase.
Pick a time
6am to 6pm Mountain on the calendar — and if you need earlier, later, or a weekend, text and we will make it work.
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