When you partner with StratWealth® you can feel confident that we have you and your clients’ best interests in mind. We’ll help you build your business, while protecting and strengthening your bond with your current clients. In our partnerships, we bring your business a ‘multiplying effect’ — when your clients refer us to others, we refer them to you as new clients, constantly growing your network.
There are many benefits to partnering with StratWealth. Above all, as an independent, fee-based firm without any proprietary products, we provide truly unbiased recommendations and unparalleled advice fueled by a strong commitment to our partner and client relationships. With our superior responsiveness and exceptional service model, our networkers feel comfortable and assured referring clients, friends and professionals — because a partnership with us is a partnership with peace of mind.
Our expansive knowledge and experience allows us to excel in partnering across a variety of industries, with a wide range of partners, including:
- Certified Public Accountant (CPA’s) – providing you with year-end tax reporting on client investment accounts and assisting with cost basis information.
- Estate Planning Attorneys – helping you implement client estate plans by retitling accounts/assets, adding Power of Attorney (POA’s) on accounts, and coordinating beneficiaries to match your client’s estate plan wishes.
- Insurance Agents – conducting insurance analyses for you and identifying your clients’ insurance needs.
To receive a Center of Influence partnership package, please email email@example.com. If your needs are immediate, click on the brochure icon (at right) to download a PDF version.