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The movement to independence isn’t slowing down. Advisors are increasingly motivated to go independent with the RIA model to do what’s best for clients, provide more personalized services, and be a business owner. However, challenges persist.
Growing organically is tough, fee compression is real, and advisors are asked to do more for more clients. Staffing teams and managing tech and operations can be overwhelming, and many aren’t prepared for the Great Wealth Transfer or the succession of their firm.
Uniting Wealth Partners offers a comprehensive model designed to help advisors overcome these challenges and thrive. Our platform puts the advisor in control, scales the middle- to back-office and technology, and offloads compliance, billing, and IT tasks.
At Uniting Wealth, the advisors own a stake in the business and set their own rules. Our firm aims to provide tailored services, products, and solutions for clients and to create enterprise value for advisors by consolidating operations, compliance, benefits, technology, and IT to a holding company.
We are aggregating advisors who remain independent—and we are changing the game to put the advisor first.
We’ve assembled modern technology, service, and product providers in a comprehensive platform that lets the advisor better focus on serving clients confidently, holistically, independently.
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. Uniting Wealth Partners provides access to a range of specialized services—such as insurance, banking and lending, business valuation, M&A support, and trust services—through selected third-party providers. For current information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with our CRD # 332317.