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Don’t Do Your Own Heart Surgery

Don’t Do Your Own Heart Surgery

If we could sum up the purpose and mission of Freedom Wealth Alliance and every service we offer in one sentence, it would be this: You don’t have to do this alone. You became an independent advisor because you have a passion for putting your clients first and taking the financial burden off their back. Don’t you want to focus on that instead of all the other tasks that compete for your attention?

Think of it this way: when was the last time you heard of a family member, friend, or anyone other than a trained doctor perform heart surgery? Instead, the patient goes to the person who specializes in the problem and has been trained to take care of the issue with efficiency and precision. Think of Freedom Wealth Alliance as your heart surgeon. We handle multiple parts of your business so you can focus on your specialty.

Advisor Meetings Done For You

Your face-to-face time with your clients is critical to building a long-lasting relationship and to the growth of your business. But because time is a limited commodity, you might find yourself conducting meetings with little preparation, not optimizing the opportunity to connect with your clients. We’ve solved this problem for you through the Advisory Meeting Program. With one click, you can take care of the whole meeting process, including communicating with the client and preparing materials. Not only will you feel more confident and prepared, but your clients will also appreciate your professionalism and respect for their time.

State-Of-The-Art Tools And Technology

Technology often equals headaches. It is a necessary evil. But what if you could delegate the management of your tools and technology to someone so you can harness their advantages without wasting precious time on the administrative side? We provide the necessary tools to help your business thrive, ones that are normally reserved for top advisors and large firms. We pride ourselves on the advanced technology we use to benefit our advisors, investing in the best tools to do our jobs effectively from anywhere in the world.

On-Site Portfolio Management

Why do your clients come to you? They need help with their finances. They don’t want to invest on their own and want you to manage their portfolio for you. But at the same time, they don’t want a one-size-fits-all investment model. They have unique goals, risk tolerance, time horizon, and life situation, and they want their asset allocation to reflect that. Freedom Wealth Alliance offers a solution in the form of over 40 models of investment management based on 4 distinct themes of money management: low-cost ETF models, value-based models, flexible risk models that change with market conditions, and specialty models for clients who want a custom approach. Our structure saves you time and money because we do the heavy lifting, and all in a more affordable format than you will find anywhere else.

A Variety Of Options To Fit Your Stage Of Life

Are you just starting out as an independent advisor or already nearing retirement? You will have different needs depending on where you are in the business cycle. If you are looking for growth, we can help you buy assets, build branches, or prune your book of business to focus on your most productive relationships. If you are ready to transition out of your business, we provide three succession options to fit where you’re at in the process. We have all your bases covered, regardless of your season of life.

Multiple Ways To Affiliate

Do you want to build your own brand or does that sound exhausting? We believe in choice, so we have created multiple affiliation options that make it easy for you to work with us. You can choose to operate under our brand, your own brand, as an employee, or as an independent advisor. Either way, we walk with you through the whole process, taking care of the details so you can focus on what you love.

Partnering With Someone Who Cares

Everything Freedom Wealth Alliance offer stems from our passion to help you. You can’t put a price on the importance of having the support of a boutique firm that truly cares about you and your clients. Don’t do this alone. Learn more about our firm and its unique advantages by visiting You can also email us at or call Kurt Rozman at 262-798-7979.

About Freedom Wealth Alliance

Freedom Wealth Alliance is a Registered Investment Advisor providing a home and multiple affiliation options for financial advisors seeking business growth and/or succession planning, operational excellence, and turn-key placement. We created this firm to relieve your stress no matter the stage of your firm. We take the burden of running the business off your back, so you can spend your time doing what you do best and love the most. If that means spending more time with clients and prospects, you can. If that means spending more time with your family, just do it. Visit and sign up for a free account to access all the tools and resources we have developed to help you transition to true freedom and business ownership.


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