Description | Experience all-in-one wealth management from Range. Access wealth management services from our team of Certified Financial Planners and unified financial management through one thoughtfully designed platform. Learn more about becoming a member. |
h1 tags | Get on-demand financial analysis and plans to reach your goals. All-In-One Wealth Management How Range WOrks The Range experience seamlessly upgrades your wealth management to first-class. Step 1 Welcome to your family office Range is the single source for all of your wealth management needs. Your journey begins through our thoughtfully designed dashboard, engineered to simplify financial management. Unify your household's finances, communicate directly with a Financial Planner and access a suite of tools that simplify financial planning - all in one place. Step 2 Meet your team of advisors Range membership gives you unlimited access to our team of in-house CERTIFIED FINANCIAL PLANNER™ Professionals. We’ll kick the relationship off with an initial planning call, so we can get to know you better, understand your needs and craft a financial plan tailored to your goals. After that, whenever you need support, simply send your question through the Range dashboard. A planner will get back to you with an answer tailored to your specific financial picture. Step 3 Relax and let us do the rest Once the initial onboarding is complete you’ll have access to all your financial plans right in the Range dashboard. Range will help you execute each one from end-to-end. As we work through each plan you can use the mobile or desktop app to monitor your progress. We’ll handle all the technical stuff so that you can focus on the things that matter most to you. Collaborate across your household Range helps you capitalize on the best ideas in personal finance. Our Certified Financial Planners work with you to provide curated plans for your household goals. Our Promise The Range experience is held to the highest bar. Fiduciary Standard As a Registered Investment Advisor (RIA) we are legally required to make recommendations with your best interest in mind, rather than our own financial benefit. Certified and in house Range employs a team of CERTIFIED FINANCIAL PLANNER™ professionals. Our CFP® meet rigorous education, training and ethical standards. They are completely objective, committed to serving our members’ best interests, and maintain the highest levels of confidentiality at all times. SEC Registered Range Finance, Inc. ("Range") is an SEC registered* investment adviser.The Securities and Exchange Commission (SEC) is the national government regulatory agency charged with supervision over the corporate sector, the capital market participants, and the securities and investment instruments market, and the protection of the investing public.*Registration does not imply a certain level of skill or training or that the SEC has endorsed the company. Compliance Range adheres to financial industry best practices and continually reviews and updates our security policies to ensure your data is protected. We have policies in place around data security, access control, physical security, network security, and more. We are engaging with industry security experts to review and audit our systems to ensure we exceed industry compliance standards. Sign In Security At sign up we’ll ask you to verify your email. Then each time you return to Range our multi-factor authentication system makes the sign-in process easy and secure.Additionally, authenticated sessions with Range are terminated when you log out or after a short period of inactivity. Never sell your data Privacy is our top priority. We’re here to help you achieve financial wellness, not sell your data. Encrypted Data Data Encryption: Your data is encrypted with Advanced Encryption Standard (AES) 256-bit encryption protocol. Encryption keeps your data private and safe.At Rest Encryption: Our databases and file storage servers, including all automated backups, are encrypted. At rest encryption prevents unauthorized data retrieval.In Transit Encryption: All data is encrypted in transit via Transport Layer Security (TLS) protocol when moving between your browser, and all Range systems. TLS securely connects your browser to our servers. Industry leading investors We have a group of amazing investors behind us. A mix of industry leading venture capital firms and individual tech veterans who are helping us build by learning from their past success. Third-Party Partners We vet and integrate with industry leading partners like Plaid, MX and Array to communicate with financial institutions. Our partners provide read only access to Range, meaning we don't transact or control your accounts. Still have questions? Set up a 1:1 call with our team to get a walk through of the product. Just take a moment to create an account and fill out our form. You can also call or text us now at 917-727-2313 All-In-One Wealth Management |
h2 tags | Investment Mangement, Retirement Planning, Estate Planning, Tax Planning |
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