Financial Advisor Magazine: New Succession Model Aims to Maximize Firms’ Value

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As reported in Financial Advisor, we launched Uniting Wealth Partners, a new RIA designed to maximize value for advisors while providing them with key services necessary to sell without using an intermediary.

The article highlights our newly-published white paper, in which we note: “The best way to maximize value is to get onto a platform with like-minded advisors focused on getting north of $5 billion in AUM. This platform will not only solve the size problem but also provide efficiencies most small—to midsized firms tend to struggle with, and in turn, solve the organic growth problem.”

Read the full article here: www.fa-mag.com/news/new-succession-model-aims-to-maximize-firms–value-82307.html

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5201 Johnson Drive

Mission, KS 66205

5201 Johnson Drive
Mission, KS 66205

Uniting Wealth Partners, LLC (“Uniting Wealth Partners”) is a Registered Investment Advisor (“RIA”) with the U.S. Securities and Exchange Commission (“SEC”). Uniting Wealth Partners is a wholly owned subsidiary of Wealth Advisor Growth Network LLC. Uniting Wealth Partners provides investment advisory and related services for clients nationally. Uniting Wealth Partners will maintain all applicable registration and licenses as required by the various states in which Uniting Wealth Partners conducts business, as applicable. Uniting Wealth Partners renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. For current information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with our CRD # 332317.