With a rare and successful ownership transition, Naviter Wealth and WAGN have redefined what's possible in wealth management succession planning. A model for future generations. Read the full press release: https://lnkd.in/edmYaBxS
Wealth Advisor Growth Network
Financial Services
We are driven to help advisors build, improve, and grow.
About us
We invest in and consult with financial services firms to grow revenue, expand margins, and increase enterprise value. With more than 55 years of experience in this space, we have supported the growth and expansion of hundreds of firms across the country, including some of the largest RIAs, aggregators, and asset managers. As an investment firm, we are boutique in size and expansive in vision and execution. We’re experts in this field because we have run firms, built firms, grown firms, and sold firms. Now we’re focused on helping independent advisors – and the best-in-class companies that serve them – accelerate growth and realize potential.
- Website
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http://www.wagn.biz
External link for Wealth Advisor Growth Network
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Denver
- Type
- Privately Held
- Founded
- 2019
- Specialties
- breakaway, wealth mangement, fintech, insurtech, fiduciary, asset management, Property and Casualty, Financial Planning, Life Insurance, Wealth Management Compliance, Wealth Management Operations, Inorganic Growth, Organic Growth, Wealth Management Marketing, Tax Overlay, Direct Indexing, UMA, SMA, APM, Errors and Omissions Insurance, Cyber Insurance, and Crypto
Locations
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Primary
Get directions
Denver, US
Employees at Wealth Advisor Growth Network
Updates
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Wealth Advisor Growth Network reposted this
We would like to congratulate our partners Walter A. Ruch III, Alli Jordan, and the whole LibertyFi, LLC team for their merger with Aptus Capital Advisors . This merger creates one of the most innovative and accessible approaches for Advisors to outsource their technology, investment management, and operations functionalities. We are excited for what is to come from this great partnership! #fintech #investmentmanagement #ocio #compliance #ria #assetmanagement #outsourcingsolutions #strategicpartnership
We are thrilled to share a merger between Aptus Capital Advisors and LibertyFi, LLC, members of the WAGN network. Together, they are poised to leverage resources and expertise, empowering advisors to grow strategically, distinguish themselves, and stay ahead of the competition. With LibertyFi streamlining operations and Aptus offering smart investment solutions, advisors are poised for significant growth. https://lnkd.in/emCsk8xM.
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We are thrilled to share a merger between Aptus Capital Advisors and LibertyFi, LLC, members of the WAGN network. Together, they are poised to leverage resources and expertise, empowering advisors to grow strategically, distinguish themselves, and stay ahead of the competition. With LibertyFi streamlining operations and Aptus offering smart investment solutions, advisors are poised for significant growth. https://lnkd.in/emCsk8xM.
LibertyFi and Aptus Capital Advisors Merge to Create First-of-its-Kind Custom Asset Management Program
businesswire.com
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For advisor teams that think joining a wirehouse or national BD is better, bigger isn't always better... better is better. Large institutions may mean you are forced into doing things their way with little room for freedom of choice. But true independence by breaking away into your own RIA unlocks a new world of potential growth. It may seem intimidating, but with the support of an ecosystem with a proven track record to help get you there, the possibilities are endless. Connect with our leadership team today to start a conversation: Jay Hummel and John Phoenix.
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Rather than joining another wirehouse, there’s another way. Another way that doesn’t require you to put up with wirehouse management, changes in compensation, compliance built for the masses, conflict with product, or legacy technology. Another option is to establish your own RIA and enjoy the freedom, autonomy, and ownership that comes with it. Curious to learn more? Connect with our Co-Founder, John Phoenix, to start a conversation.
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Safe to say that Julian M. Korber, AIF’s experience as a financial advisor is totally different now that he’s established The Cirque Financial Group. What’s Julian’s favorite part of being independent? Check out his response below. If you’re interested in learning more about the move to independence, send our Co-Founder John Phoenix a LinkedIn message.
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