Thank you for choosing Obsidian Wealth Management. We are delighted to start working with you. In order for us to start working with one another the very first thing a potential customer or actual customer must do is register with us. This allows us to get into a non disclosure agreement which now keeps us in a confidential relationship. This means everything we disclose to you is confidential and everything you disclose to us is confidential. Its important to have this established so that you feel confident knowing we will keep all your records, financials and personal information safe and protected and vice versa with the info we share with you.
Please complete the webform below which gathers some basic information and then will also include the Non Disclosure Agreement.