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WealthTrust Comparative Advantages |
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 Proven Growth Company and Business Model |
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11 Deals Closed, including two lift outs |
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Established Platform Provides Turn-Key Business Solutions: |
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HumanResources, Back Office, Compliance |
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National Brand, Experienced Team |
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Local Autonomy, National Reach |
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Leadership Opportunities, Firm Culture & Influence |
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Independent Wealth Management Firm |
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Client Solutions Individually Tailored
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Capital Available for Increased Resources & Acquisitions |
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Participate in Shareholder Value Creation |
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Ownership Opportunities
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Local and Holding Co.
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WealthTrust Key Value Drivers |
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National Reputation |
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Quality Brand |
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Exceptional Client Experience |
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Comprehensive Wealth Management |
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Financial Planning and Investment Management Services |
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Client Centric Philosophy |
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Solution Driven |
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Accelerated Organic Growth |
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Expanded Marketing Resources |
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Local Sales Support |
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Best Practices |
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Financial, Client Reporting & Administration, Compliance |
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Open Communication & Dialogue |
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Shareholder Value Creation & Profit Enhancement |
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Alignment of Interests & Incentives |
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102 Woodmont Boulevard