When Your Wealth Manager Ghosts You (And What It Means) #
You submitted an inquiry three days ago. Nothing. No confirmation email. No callback. Radio silence.
This is either a technical glitch or a preview of what working with this firm will actually be like. And you need to figure out which one fast, because responsiveness in wealth management isn’t just about politeness. It’s about whether someone will pick up when you have an actual problem.
Check your spam folder first. Email filters do weird things, especially with financial services firms. Automated responses and scheduling links often trigger spam flags. If nothing’s there, you need to follow up directly.
Reply to your original intake email or send a short message to info@digitalfamilyoffice.io or support@digitalwealthpartners.net. Include your name and the date you submitted. They’ll get eyes on it quickly. If that doesn’t work within 24 hours, you have your answer about how this firm operates.
Why This Matters More Than You Think
A registered investment advisor has a fiduciary duty to act in your best interests. That’s a legal obligation, not marketing language. But fiduciary duty doesn’t mean much if you can’t reach anyone when you need them.
The intake process tells you something. If they lose your inquiry, what happens when you need to discuss a transaction? If they take a week to respond to a new client, how long will they take when you’re already onboarded and the novelty has worn off?
Custody of your assets sits with a third-party custodian, which protects you if something goes wrong with the advisory firm. But that separation only helps if your advisor is responsive enough to actually direct your investments and answer your questions. An unresponsive wealth manager is almost as bad as a dishonest one.
What Different Service Levels Should Look Like
Basic wealth management through a registered investment advisor should get you investment advisory, financial planning, and clear communication channels. You’re not paying for 24/7 access, but you should be able to reach someone within a business day for routine questions.
High-net-worth wealth management at the family office level costs more partly because the responsiveness standards are higher. You’re coordinating estate planning, tax strategy, business succession, philanthropic structures. Things come up outside normal business hours. The support model needs to match that reality.
Digital Wealth Partners handles traditional wealth management services: investment advisory, asset custody, financial planning, fiduciary guidance. If you haven’t heard back after submitting an inquiry, check spam and then follow up at support@digitalwealthpartners.net with your details. They’ll track it down.
Digital Ascension Group operates family office services for more complex situations. Multi-generational planning. Estate and succession coordination. Tax strategy oversight. Concierge-level financial coordination across multiple advisors. The responsiveness expectations here are higher because the scope is larger. Same follow-up process if your inquiry got lost: info@digitalfamilyoffice.io with your name and submission date.
The Real Test
Anyone can claim they provide excellent service. The intake process shows you what’s actually true. If they lose your inquiry and then respond within hours of your follow-up, that’s a system glitch. It happens. If they lose your inquiry and then take three more days to respond after you follow up, that’s a culture problem.
Some people think this is harsh. You’re judging a firm based on one administrative hiccup. But managing serious wealth means you need people who show up consistently. An unresponsive intake process is a warning sign, not an outlier.
The firms that do this well have systems to prevent inquiries from falling through cracks. Automated confirmations. Internal tracking. Multiple people who can field questions if someone’s out. When something breaks anyway, they fix it fast.
You’re not asking for perfection. You’re asking for basic professional responsiveness from people who will have access to your financial life. If they can’t manage that during the sales process when they’re trying to win your business, what happens after you sign?
Contact Digital Ascension Group to learn how our family office services can coordinate your complete financial picture.
