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Simplify Succession for Your Clients

You're an advisor who has worked hard to build a fee-only, independent wealth management practice, but you’re ready to scale back as you approach retirement. You have differentiated yourself from the brokers and wire-houses that come with high costs and conflicted advice—and your clients appreciate this value.

Roll-up firms are available as a potential home for your clients when you retire, but they come with drawbacks. Wouldn't you rather have a relationship that:

  • Maintains the personal touch your clients have come to value. 
  • Is not contingent on production requirements just as you’re reaching a point in your career where you want to work less. 
  • Does not sacrifice your entrepreneurial spirit.

reach out to discuss successful strategies we use