Let’s be honest, there is no such thing as an easy transition. And to the uninformed, the move to independence can look like trying to leap a yawning chasm.
We have decided to tackle this issue head-on and with the best resources in the industry.
Great transitions are a product of intensive attention to detail and considerable advance work done on your behalf by our transition team. When the time comes, you can expect to have most of your clients’ assets transferred in before the end of their first month as a business owner.
Whether you are someone who is considering leaving a wirehouse firm or you are already independent and looking for the economies of scale our firm can provide, the Washington Wealth Management Advisor Transition Program makes the transition to independence as simple and painless as possible -- and includes an entire team devoted to you and your team before, during and after you make the move.
To see for yourself how Washington Wealth Management can help you make the move to independence, simply fill out the form to the right and we will email you our free special report: THE FIVE: How We Address the 5 Key Obstacles to Becoming an Indpendent Financial Advisor. And don't worry, we hold your information in the strictest of confidence – we won't share it with anyone and certainly won't contact your current firm or clients.