A Wealth Management Collective
Advocating for financial advisors and the wealth management industry since 2006.
Headquartered in Massachusetts, we represent industry clients across the United States. Our firm specializes in Advisor Due Diligence, Succession Planning, Firm Growth Strategies & Board Leadership.
Whether you’re a financial advisor, industry executive or an owner of an RIA, we will not only advise and help protect what you have created, but we’ll also help it thrive in the industry. We bring extensive experience and professionalism to every engagement and customize our support to your individual needs and concerns.
Areas of Expertise
Advisor Agent
For advisors and teams with $100M in AUM or $1M in revenue. we will represent you on an exclusive basis and will manage all due diligence on your behalf. We will help determine if you should join an existing firm or launch your own and we can facilitate the necessary capital needs. In addition, we will identify appropriate legal counsel to help mitigate risk during the transition phase.
Strategic Growth Audit
Led by CEO Ryan Shanks, Strategic Growth Audit is a one-day workshop followed by 30 days of coaching to help firms get out on the field. Together, you’ll create a competitive analysis based on 7 key benchmarks - custody, innovation, technology, compensation structure, and others - and execute on a results-driven growth strategy.
“We must all obey the great law of change. It is the most powerful law of nature.”
– Edmund Burke
Get in Touch
If you want to explore how we might help, then please reach out.