JOINING THE TEAM
From Beginning to Growth
To achieve a dream you need a plan. To achieve a plan you need a process.
We understand that a change like this can often seem like a daunting task, so we have a team of people who are dedicated to making this a seamless and easy process for you and your team.
But it doesn't end there. After the transition, our Operations, Compliance, and Portfolio Management teams will provide you with support that nourishes your growth. Together, we're able to deliver a truly unique and unified client and partner experience.
PRELIMINARY TRANSITION & EXECUTION DISCUSSIONS
During this stage, we will begin Proactive Planning and outline process details.
SOLUTION IMPLEMENTATION & PROCESS EXPOSURE
Here, you'll meet the rest of the team that is dedicated to helping you, your team, and your clients through the transition—and growth.
TRAINING & AUTONOMY
Providing you and your team with the tools required to grow at the speed of you.
Welcome to Bellwether Family Wealth!
Continued Support—we're all in this together.