Join Our Family
At Family Wealth Solutions, 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.
We offer a turnkey path to independence that is specifically designed to meet your unique needs. Our experienced team provides comprehensive support to help you transition to the independent model as an empowered entrepreneur. We provide streamlined practice management and cutting-edge technology to help you focus on revenue growth and expanding your practice.
Our Platform
Technology
Our firm is powered by Concurrent Advisors, one of the largest Registered Investment Advisors (RIAs) in the country. This enables us to provide access to Concurrent’s industry-leading technological platform, which offers unique investment opportunities and cutting-edge solutions.
As a multi-custodial RIA, you can manage your client’s investments with more flexibility and customization. Through Fidelity Investments® and PKS, you can provide the best solutions for your clients, while emphasizing the importance of personalized advice.
Transition
Our time-tested and streamlined process helps you transition successfully into an empowered entrepreneur and allows you to thrive in your new space. While we operate with independence, we also have incredible strength through our strategic financial partners.
Collaboration
We believe in sharing ideas within our team to ensure clients receive the best service, regardless of which advisor they work with. Working with our team, network, and platform allows you to benefit from the experience of others while bringing your own ideas to the table.
Growth
We provide a growth process tailored to financial advisor entrepreneurs. All of our advisors are owners in Family Wealth Solutions, giving you the time and resources to reach more people and make an impact in your community. We provide the office space, tools, and marketing to support what you do best – manage your clients’ wealth. We streamline your management needs so you can focus on increasing revenue and growing your practice.
