Seeking a new partner to grow your practice?

Explore partnership opportunities with us whether it’s building your own business, bringing your team to the next level, or taking the entrepreneurial path.

We look forward to working with you, being by your side, and providing you with guidance and resources to succeed in your professional – and personal – journey.

A Partnership Built On
Growth... Collaboration... Support... Empowerment...

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Bring your team to the next level…

You’ve built a group of hard-working individuals, but not everyone is working to their unique talents and strengths. You’re working so much in the business that you have no ability to step back to see if you’re leading in the best direction. 

What partnership looks like:
  • A platform designed to nurture and grow teams, not only for the bottom line, but for team development 
  • Expert staff equipped to support your team’s needs throughout its lifecycle 
  • The ability to work both on and in your business (strategically and tactically) 

Take the entrepreneurial path...

You’ve got experience in financial planning or wealth management, but you’re looking to build deeper relationships with clients, take a holistic approach, and truly own your business and your clients.  

What partnership looks like:
  •  Balance life and work to accomplish more with less time 
  • Build on a defined recurring revenue model and reach new clients 
  • Expert resources that empower you to adapt to changing trends and work with you to identify and provide the best solution for your client

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Become a Managing Director...

You’re leading a team, but don’t have an opportunity to build your own business and legacy. 

What partnership looks like:
  • Gain access to a large resource network so you can focus on activities that get results
  • Lean into coaching and development to grow your practice and your team 
  • Define your vision of success and collaborate with experts to help you get there 

Current Openings