For Advisors

We believe everything you need is provided; even support staff and a comprehensive transition team to successfully complete your clients’ ACATs. Wells Fargo Advisors Financial Network is currently offering an attractive deal for qualified advisors who want to become Independent business owners. Contact us to learn more.

Office Space

Provide dedicated furnished offices and workspaces including securing new office space

Technology

Coordinate with approved, third-party providers for all your technology needs both on-site and remote

Compliance

Manage all licensing and regulatory requirements

Business Continuity Planning

Maintain an orderly transition plan in accordance with best practices in the event of business disruption

Communications

Provide practice branded collateral and welcome package to notify clients and the public

Succession Planning

Help build the value and monetize your practice for an exit on your terms

Gardens Wealth Management office building
Interior office 1
Interior office 2
Interior office conference room
Interior office 3