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An independent model for caring professionals looking to balance support and freedom.

Independence

without

Being Alone

We believe the best way to provide for our clients is to understand where they’re coming from, what their goals are, and use their strengths to help get them there. That’s the same way we work with our advisors. 

Not everyone needs the same level of support. Some are just starting out on their own, other’s have been running their practice for years and are looking for a security net or succession plan. What are you looking for?

 

Benefits and Opportunities to Grow and Protect your Practice

Shared Expertise

  • Partner with Sage advisors with complementary areas of expertise
  • Shared research and models with our Investment Advisory Committee
  • Resources from Cadaret Grant and throughout the Atria Wealth enterprise
  • Work with other advisors to build a legacy for your practice, and continuity for your clients

Keep More of What you Earn

  • Competitive payouts, transparent fees and low practice costs
  • Freedom to practice as you want and focus on areas that play to your strengths
  • Ability to share expenses with other advisors for support and overhead

The Beauty of Independence!

  • Freedom to practice as you want with no proprietary products or pressures
  • Numerous fee-based platforms including SMA, UMA and advisor as program manager
  • You control your overhead and use of technology costs
  • You own your practice, your data, your clients!
Think we'd make a good fit?

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