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Growth & Succession Planning for Advisors



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Support that enables growth and the freedom to enjoy it. Growth and succession planning for advisors.

We know that advisors who have a client-centric approach are most successful. That is why Bellwether provides support that enables you to be more efficient. As a result, our advisors foster deeper relationships with their clients.


Why Advisors Choose Bellwether?


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.


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.

Georges F. Nasr Headshot
Nidhi C

Georges F. Nasr

Vice President, Corporate Development

What our advisors say

David Owen from Bellwether Family Wealth | Q-META Group

"Since joining Bellwether, our entire team has become more effective and motivated. Our clients noticed timeliness and improvements in the information they receive."

David Owen, Associate Portfolio Manager, joined in 2017.

Richard Heinrich from Bellwether Family Wealth | The Beaches Group

"We've seen a decrease in fees and an increase in client performance, satisfaction, and relationships. Making the move to Bellwether provided efficiencies and increased our referrals."

Richard Heinrich and Mark Parlee, Senior Family Wealth Advisors, joined in 2018.

Alan Cameron from Bellwether Family Wealth | North York

"The industry is changing, I needed a firm that was nimble, creative, and responsive to advisor input. Big enough to compete, but small enough to maneuver and innovate. That's what I was after. That's what I found in Bellwether."

Alan Cameron, Senior Family Wealth Advisor, joined in 2017.

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.

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