ADVISOR SERVICES

We support our affiliates so they can support their clients.

The financial world is constantly changing.

New regulations and technology require support and leadership. Otherwise, wealth managers are diverted from their task of ensuring the financial goals of their client are met. Led by a team with deep experience in establishing, managing and growing wealth management firms, WealthTrust, the operating company, can lift that burden from its affiliates. WealthTrust provides its affiliates with support in compliance, finance, human resources, technology, and IT.

Core Advantages

WEALTHTRUST KEY VALUE DRIVERS

National Reputation

Quality Brand

Comprehensive Wealth Management

Financial Planning & Investment Management Services by our Affiliates

Service Oriented

Client Centric Philosophy, Solution Driven

Accelerated Organic Growth

Expanded Marketing Resources Local Sales Support

Best Practices

Financial, Client Reporting & Administration, Compliance

Shareholder Value Creation & Profit Enhancement

Alignment of Interests & Incentives

Specific Services Include:

Information Technology

systems management; vendor management; programming; IT resource center; cybersecurity

Human Resources

retirement/benefits programs; insurance; compensation plan design; administration support; hiring/training/employee development

Operational Support

portfolio accounting; trade clearance; asset allocation; CRM; financial planning tools; custodial services

Finance

statement preparation; payroll processing; cash management; accounts receivable

Sales and Marketing

marketing strategy; brand management; content marketing; lead generation and conversion; pricing strategies

Legal and Compliance

internal control systems; compliance with laws and regulations; business contracts; intellectual property matters; entity registration and reporting; code of conduct