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Form CRS Client Relationship Summary June 2020Introduction Our firm, Bond & Device Wealth Partners, is an investment adviser registered with the Securities and Exchange Commission. We feel that it
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Gather all necessary financial information such as income, expenses, assets, and liabilities.
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Contact Girard Investment Services LLC to set up an initial consultation.
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Meet with a financial advisor to discuss your financial goals and risk tolerance.
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Fill out any required forms and provide all requested documentation.
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Review and sign the investment agreement outlining the terms of the services provided.

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Girard Investment Services LLC is a financial investment firm that offers a range of services to individual and institutional clients.
Girard Investment Services LLC is required to file with regulatory bodies and tax authorities as a registered investment firm.
To fill out Girard Investment Services LLC, one must provide detailed financial information, including assets under management, investment strategies, and regulatory compliance.
The purpose of Girard Investment Services LLC is to provide investment management services to clients, helping them achieve their financial goals.
Information such as assets under management, investment performance, client demographics, and regulatory compliance must be reported on Girard Investment Services LLC.
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