Forward-Thinking Approach

When transitioning to a new independent advisory model, you will need to juggle many moving parts and make significant decisions that will impact the future of your business. As a wealth management team in transition, you can benefit from a trusted and experienced partner who guides you in setting up your new business for the future, from the start.

At AGS, we help you:
Identify the ideal model, even if that means not transitioning at all
Structure a platform search to identify the right partners
Design compensation and partner equity
Project manage the transition so you can focus on client transition

We take an unbiased approach. We work only on your behalf. We stand behind our objectivity, resulting in an optimal solution for founders, your family and your clients.