It is the time in your life for a change?
You have advised people on retirement your entire career, but now you find yourself on the other end of that journey. If it hasn’t started yet, there will be a sorting of emotions and a lot of questions that come to mind as you make this next step.
We understand your situation well. We have the experience and resources to get the answers necessary for your peace of mind. At FWA, we have successfully acquired, merged or aligned with financial advisors of all sizes and experience levels. After an initial meeting to see if there is a good fit, our process starts with understanding what your ideal transition looks like.
While we recognize there’s more to do than this, there is no better substitute for experience in times of transition. We have been part of many successful transitions, let us help you with yours.