Your Succession Is Inevitable—Plan It on Your Terms.
We Make Your Retirement a Win for Both You and Your Clients
You’ve spent years building trust with your clients, guiding them through critical financial decisions, and planning and managing their retirement. Now it is your turn! How will you honor their trust as you retire?
A well-crafted succession plan isn’t just about money in your bank account—it’s about ensuring your clients are in the right hands and your legacy is preserved.
That’s where we come in.
Protect Your Clients and Preserve Your Legacy Now
Most advisors realize at some point that they can’t do this forever, and that their succession is inevitable. By planning ahead—just as you encourage your clients to do—you can ensure continuity for your clients and financial security for yourself, all on your terms with the successor you choose!
Your clients’ trust in you is invaluable. By choosing us as your succession partner, you can honor that trust and retire with peace of mind knowing your clients will be supported by a team that shares your same values and commitment to their financial well-being.
Why We’re the Right Partner for Your Succession
We specialize in transitioning financial advisory practices and have a proven track record of success. Here’s why advisors trust us to handle their succession:
Clients Are The Focus – Personable service team
Our experienced team minimizes disruption, ensures seamless integration, and provides exceptional care so your clients feel valued, seen and supported throughout the transition. In our experience, clients are excited to see who their trusted advisor selected, and we aim to exceed all expectations.Proven Success – We’ve done this before
With a 98% overall client retention rate post-sale, we’ve successfully acquired practices like yours—preserving your legacy and ensuring a smooth transition for both you and your clients. Our proven strategies ensure clients feel confident and happy with their new team, leading to a successful transition for you.
Marketable Replacement
If you would like to speak with an acquired advisor about Dustin and their acquisition, please reach out and this can be arranged.
Our Lead Advisor, Dustin Blodgett, leads the team and quarterbacks all succession matters. Dustin has been exceptionally well-received by clients in prior acquisitions, thanks to his personal approach and deep expertise.
He holds the highest educational credentials in our industry (CFP® and CIMA® designations), and has unique experience managing hundreds of millions of dollars. He operates a successful Hybrid RIA firm that grows through organic referrals (aka happy clients). He loves connecting with new people and solving problems with creative, tailored solutions. As a younger advisor, he ensures your clients will be cared for over the decades to come, eliminating the need for another advisor transition in the future.
Ready to Plan Your Succession?
Every transition is unique, and we have the flexibility and experience to make your succession the best it can be for you. Let’s discuss how we can tailor our approach to meet your needs.
Location
2001 Crow Canyon Road
Suite 150
San Ramon, CA 94583