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.

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4-Step Onboarding Process

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  • PRELIMINARY TRANSITION & EXECUTION DISCUSSIONS

    During this stage, we will begin Proactive Planning and outline process details.

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  • 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.

single_tree Step 3.1
  • TRAINING & AUTONOMY

    Providing you and your team with the tools required to grow at the speed of you.

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  • Welcome to Bellwether Family Wealth!

    Continued Support—we're all in this together.

Hear more from our Advisors

"The challenges Advisors face are to deliver superior results to their clients, reduce client fees, increase margins and streamline compliance in a stable environment. The best solution is to eliminate the many levels between a client and their Advisor. Working with Bellwether has accomplished this, and more..."

—David Owen, Family Wealth Advisor, Joined in 2017

 

"...Adding depth to investment decisions; removing the dealer from the picture; and, eliminating reliance on overpriced financial products has put our business back in the business of ensuring clients reach their goals—as oppose to the client ensuring the dealer reaches their goals."

—David Owen, Family Wealth Advisor, joined in 2017

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