You may have heard CEO Steve Goldbloom speaking on the radio concerning wealth management. Steve and his team at Goldbloom Wealth Management have been assisting their clients with a multi-generational approach that applies to both high net worth individuals as well as millennials just beginning to build their legacy. Check out Steve’s video (http://gwmteam.com/workshops/
Approach Technology assisted the GWMTeam when they were facing both an office move and the need to refresh their internal systems. We were able to work together to craft a plan that moved all IT services to our custom private cloud model. Voice services were migrated from internal PBX to a cloud voice provider. GWM was able to leave all their legacy server and voice equipment behind at the old office and adopt an entirely cloud based model that reduced cost and improved IT operation.