- Our name. C-J Advisory has merged with SageView Advisory Group Wealth Management, investment professionals, and operations team members. Along with this change, you’ll start to see changes to our website, our emails, and other communications as we rebrand to the SageView name over the coming months.
- Our website. Our website will redirect to sageviewwealth.com in early 2022. You will be able to find all of your same account login links on the SageView Wealth website. We will ensure this transition is seamless so you experience no interruption to accessing your accounts.
- Our email addresses. Our team’s email addresses will now be @sageviewadvisory.com. However, any emails that come into our cjadvisory.com emails will be automatically redirected to our SageView email addresses, so you don’t have to worry about us missing any communications.
- Our resources. SageView’s national footprint means they have clients throughout the country. This new partnership opens up new opportunities for both of our firms. It gives us access to SageView’s breadth of investment advisory and educational resources that you will benefit from as well. SageView also has an 18-member in-house investment team with a dedicated asset allocation team that is focused on wealth clients’ portfolios.
WHAT’S NOT CHANGING
- Your team. Your financial advisor and support team will remain the same.
- The service you receive. There will be no changes to our meeting cadence and the regular support that you receive from your C-J Advisory Team.
- The fees you pay. Your financial advisory fees will not be affected with this transition.
- Our commitment to you. We are here to serve as your financial advisor, and support you through career transitions and retirement planning to simplify and make sense of any challenges as they surface. This remains our primary focus.
- Our office location. Our location will remain in San Jose, CA and we welcome you to visit us anytime.
SageView Advisory Group, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where SageView Advisory Group, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by SageView Advisory Group, LLC unless a client service agreement is in place.