Join Something Bigger
Everything we do is about the people, from the clients we serve to the advisors on our team. Our firm isn’t just a place to work, it’s a place to belong.
Who are you?
Our firm attracts growth-oriented advisors who want to run their own practice as part of a supportive community.
You might be:
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- Affiliated with an RIA but not receiving the operational lift you expected
- Ready to break away from a larger institution and work for yourself
- Considering succession and looking to sell your practice with ease
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We work with advisors who want:
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- Freedom to do what’s best for their clients
- The ability to provide more personalized service
- To work for themselves and build their own brand
- A business model that creates long-term value beyond wirehouse constraints
- Full control over client communication and marketing strategies
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Who are we?
Family Wealth Solutions was established in 2019 to provide a different experience for advisors and the clients they serve. We understand that the key to building a successful financial advisory business is not just about the numbers but also about the culture and relationships that you cultivate with your clients and co-workers. Our team is committed to fostering a family-like atmosphere where collaboration and close relationships are valued above all else.
Build on a national RIA platform
As a partner firm of Concurrent, we offer the opportunity to find freedom and independence without the burden of building an infrastructure from scratch. Our turnkey affiliate model provides comprehensive operational support, technology, and innovative capital solutions, allowing you to focus on client relationships and business growth.
With our world-class platform, you remain an independent business owner, building your own brand and culture while benefiting from:
