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A truly client-centric Wealth management model

Freedom. Fairness.

We've eliminated 95% of compliance, conflicts of interest, and bureaucratic over-reach so that you can provide your clients your very best financial planning advice, every day.

It's time to challenge the status quo, NOW!

change your lifestyle

If you recaptured even just 1 day a week, what would you do with it?

Our financial advisors, on average, save 25% of their time by no longer being MFDA licensed. Why? All investment recommendations come from a 3rd party portfolio manager with discretionary authority, liberating the advisor from the ever-growing regulatory quagmire.

  • Enjoy life again

    Achieving a healthy work-life balance is suddenly possible in the financial advisory business with our model. Work at your pace and focus on the things that matter to you.

  • grow your practice at 3x the speed!

    For those advisors looking to build, no model offers the same independence, productivity, efficiency, and technological framework to go from $25M AUM to $50M AUA in no time.