The Highest Level of Partnership

Through our partnership you will enjoy all of the rewards of owning your independent practice without the hassles of running a business.  We handle of all of the things that take valuable time away from focusing on the important ones, you and your clients.  Our partnership allows you the ability to enjoy the independence you have been looking for and the turnkey ease of a complete W2 traditional service model.

The Highest Level of Service

Through our multilayered approach you and your clients will receive the high touch level of service often talked about but rarely delivered.  We start with an investment firm platform widely known as an industry leader with award winning technology and a commiment to the individual investor experience. Next, we add the day to day attention of our team of experienced industry professionals to every aspect of your business.  Finally, we empower you to choose your own level of dedicated support.   

The Highest Level of Control

Through our special partnership you are in control over your financial practice at all levels.  You choose your office location and the tools you need to best serve your clients.  You control your expenses thus maximizing your practice potential.  You control your brand and identity that makes you unique.  You control your time to focus on what's most important to you and your clients.