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 AdvantagesWEALTHTRUST KEY VALUE DRIVERS
Comprehensive Wealth Management
Financial Planning & Investment Management Services by our Affiliates
Client Centric Philosophy, Solution Driven
Accelerated Organic Growth
Expanded Marketing Resources Local Sales Support
Financial, Client Reporting & Administration, Compliance
Shareholder Value Creation & Profit Enhancement
Alignment of Interests & Incentives
Specific Services Include:
systems management; vendor management; programming; IT resource center; cybersecurity
retirement/benefits programs; insurance; compensation plan design; administration support; hiring/training/employee development
portfolio accounting; trade clearance; asset allocation; CRM; financial planning tools; custodial services
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