Advisor Group partners with five wealth management practices with USD331m in total client assets
Advisor Group, a US network of independent wealth management firms, has recruited five independent wealth management firms that collectively oversee USD331 million in total client assets to its platform.
Each of the firms joined Advisor Group through its network member firm SagePoint Financial. Advisor Group also includes FSC Securities, Royal Alliance Associates, Securities America, Triad Advisors and Woodbury Financial Services.
Desireé Sii, President and CEO of SagePoint Financial, says: “We take great pride in being the destination of choice for so many incredible financial professionals. Each of the advisors who have recently joined SagePoint and Advisor Group have established exceptional track records of client service, matched with a strong entrepreneurial drive. With our powerful business coaching tools, practice management support and flexible technology solutions, we look forward to helping each of them expand their business.”
The wealth management firms that have affiliated with Advisor Group and SagePoint are:
Granite Vista Financial of Phoenix: Founded and run by advisor David “Chris” Benson, Granite Vista has USD48.3 million in client assets. Mr. Benson, who provides financial planning and wealth management services for clients throughout Central Arizona, joined Advisor Group and SagePoint specifically for the flexibility and independence they provide, in addition to access to technology that will support his business growth and the needs of his clients.
Perfected Wealth Management of Huntington Beach, Calif.: Advisor Daniel Campbell’s firm oversees USD32.2 million in client assets. Mr. Campbell specializes in holistic financial planning and wealth management for his Southern California client base and has joined Advisor Group and SagePoint through hybrid independent RIA The AmeriFlex Group, which provides an additional layer of support for his business through an established partnership.
Bridges Wealth Management of Corvallis, Oregon: With USD82.6 million in client assets, Eric King’s firm has also joined Advisor Group through The AmeriFlex Group. Mr. King joined AmeriFlex, Advisor Group and SagePoint specifically to leverage each entity’s expertise in supporting hybrid advisory practices within a collaborative environment.
Legacy Financial Advisors, Inc of Lynnfield, Massachusetts: Run by advisor Kenneth L Moran, Legacy Financial oversees USD78 million in client assets. Moran provides comprehensive advisory and financial planning services to clients north of Boston and joined Advisor Group and SagePoint to expand his business.
Tartarini Financial Services of Woburn, Massachusetts: Headed by advisor Richard Tartarini, AIF, Tartarini Financial Services oversees USD90 million in client assets. Tartarini specialises in financial planning and management services in his growing practice in suburban Boston. His decision to affiliate with Advisor Group and SagePoint was driven by the supportive team and technological resources of the combined platform that will propel business growth.
Greg Cornick, Advisor Group's President, Advice & Wealth Management, says: "Along with Desireé and her team, we are excited to welcome this group of highly successful financial professionals to the SagePoint and Advisor Group family. We are honoured they chose Advisor Group recognising that our superior technology and business solutions, among many other resources, are just what they need to propel their company to the next level of growth.”