Your wealth management practice… elevated.
Do you want to spend your time trying to keep up with the moving targets in our industry, like regulatory changes and technology? Or, perhaps you want to make the decisions related to key factors like your compensation, quotas and revenues. It’s time you get back to focusing on what attracted you to this business in the first place – helping others improve their financial life.
Through Fragasso’s Independent Advisor Solutions, you can retain your independence and utilize these valuable resources to help grow your practice. We also help maximize your practice by providing solutions to clients looking for retirement plan services or institutional services for endowment and non-profit funds.