Growth & Succession Planning for Advisors
AT BELLWETHER IT STILL IS
Interested in a partnership?
Lets get started.
Why Advisors Choose Bellwether?
CLIENT FIRST, REDEFINED
We have redefined what it means to put the client first. As a fiduciary, we made a legal promise to our clients that ensure their unique needs are met and their expectations are exceeded.
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.
INDEPENDENT & SUPPORTIVE
Take the guesswork out of the equation and simplify your regulatory processes. Our support and compliance teams do the work so that you do not carry the burden of tedious tasks. Simplifying your business in this way allows you to meet your goals.
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.
More time to focus on what matters.
We understand that you need more time to do things that matter, eliminating non-revenue generating tasks. This means more time with your clients and more time to enjoy life. Experience the Bellwether difference.
It's time for something new.
Have a confidential conversation with a member of our team today.
Team Lead, Client Transitions
905.337.2227 Ext. 207
What our advisors say
How much is your business worth?
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.
Get a complimentary valuation.
© 2023 Bellwether Investment Inc.