Partner with us

Independent advisors, advisory companies, and new aspiring advisors have several options for partnering with Wealth Associates.

The Wealth Associates Group invests in existing independent advisory firms or purchases acquires a customer base from an advisor, who then joins one of the group’s subsidiary firms and continues to serve the clients. From time to time, the group will acquire an advisor’s business when they are leaving the sector or emigrating. Furthermore, the group is constantly extending its internship efforts, which provides a platform for young advisors to join, gain experience, and benefit from senior advisor mentorship.

The Wealth Associates partnering strategy focuses on a thorough selection and due diligence process to ensure value and culturally appropriate acquisitions, the formation of inter-dependent subsidiaries to retain the principles’ entrepreneurial drive, and the practice of incentivising subsidiary principles to achieve common alignment and strong commitment levels.