Growth and succession planning for advisors

It's time for something new.

Our approach

  • Transparency and competitive fees
  • Better investment solutions
  • Reduced administrative tasks

Client centric

We've redefined what it means to put the client first. As a fiduciary, we made a legal promise to our clients that ensures their unique needs are met and their expectations are exceeded.

Discretionary

We are able to adjust your clients' portfolios to where they need to be, without hassling the client. And our strategy has proven to maintain and build clients' nest eggs.

Support

Take the guesswork out of the equation and simplify your regulatory processes. Our support and compliance teams do the work so that you don't carry the burden of tedious tasks. Simplifying your business in this way allows you to meet your business goals.

Teamwork

We believe in growing together—along with your clients' portfolios. When we work as a team, you're able to focus on what you do best; managing client relationships.

 

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Take your business to the next level

Support that enables you to do your job more efficiently. Foster deeper relationships with your clients and free up time to devote to new business.

Looking to grow your business?

Bellwether offers support that enables you to do your job more efficiently. Foster deeper relationships with your clients, and free up time to devote to new business.

Thinking about transitioning your business

Bellwether offers succession planning and support to Advisors who are looking to retire in the near future. With our unique model, you won't have to worry about who will buy your book when you choose to retire. No need to search for a successor. 

How much is your business worth?

Get a complimentary valuation.

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