The additional expertise and leverage that well respected, established firms provide may better position you within the competitive affluent market.
Imagine access to many of the top names in wealth management (partial list below), without the additional high fees that Broker Dealer platforms stack on top.
With FWA you have fingertip access to the “Orion Communities”.
Orion Communities is an investment model marketplace that marries unprecedented access to leading strategist models for fixed income, equities, and alternatives. With greater investment options spanning brand, boutique, and emerging strategists, Orion advisors are empowered with the flexibility to make more personalized investment decisions—specific to each client’s risk tolerance and goals. Learn more by watching the video below.