Advisor connection

Begin with employer context—not a blank intake form.

Aerospace Wealth facilitates introductions to participating financial advisors. Tell us the employer, planning situation, and timing so our team can review whether a relevant employer-specialist connection is available.

01 Submit limited context02 Our team reviews the request03 An introduction may be coordinated

What happens to the information

Aerospace Wealth uses it to respond to your request and determine whether a participating advisor may be relevant. When appropriate and consistent with your consent, the information may be shared with that advisor to make an introduction.

What the form does not do

It does not create an advisory relationship, open an account, provide a recommendation, or replace the advisor’s own agreements and disclosures.

What not to send

Do not send Social Security or tax-identification numbers, account numbers, credentials, exact balances, statements, award agreements, tax returns, or plan documents.

Advisor connection request

Request an employer-specialist advisor connection.

Tell us the employer, planning situation, and timing. Our team will use that context to consider an appropriate introduction.

EmployerPlanning situationTimeframeEmailPhone optionalWhat would be helpful? optional

Do not submit Social Security or tax-identification numbers, account numbers, credentials, exact balances, statements, or plan documents.