Bill Pay

A local well-known artist needing help to manage bill pay, mail and ad hoc lifestyle tasks was introduced to Arcus by her accountant. Our client was working with her investment advisor who could no longer manage the personal bill pay and ad-hoc lifestyle tasks that their client began to need.

The wealth advisor reached out to the client’s accountant who then partnered with Arcus to step in. Arcus was able to immediately work directly with the client to ensure that bills, insurance issues, mail and tasks needed were seamlessly handled. This client is relieved that she is a phone call away from Arcus to step in to handle tasks on her behalf.