Financial Advisors

We help top producers navigate the transition process to find the best fit for next steps in their careers. We are experts in the transition process. 

Nothing comes out of the advisors pocket in our process. We’ve structured our model to be a one-stop shop when searching for a new firm. Our established relationships with the top firms in wealth management allow us to represent you and your needs from start to finish—and post transition.

Having a point-of-contact from Winthrop & Co. handling the entire process is designed to take the stress off your plate. We work directly with you and the client on your wants and needs. We leverage our knowledge of past transitions to negotiate the best possible deal for you.

In past scenarios, advisors we’ve worked with try accomplishing the transition process alone and end up becoming overwhelmed and frustrated. Looking to transition is a full time job and your time is precious, not only for yourself but for your clients. We’re here to simplify the process therefore you don’t lose sight of why you wanted to make a move in the first place. Things become confusing and tiresome but leave the hard part to us. We will find you the best possible home for the next steps in your career as stress free as possible, it’s our promise.

We represent you

Post-transition testimonials:

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I brought over about 30Mil and honestly I am comfortable and don’t want to take on anymore clients…the best part about being Indy is that I wrapped the entire 30Mil and at 80% it’s about what I was making when I had 90Mil that I was managing…

"

The move has been going extremely well and my new team is amazing. Moving on was difficult, I leave behind great personal and professional relationships. However, I am excited for the opportunity to leave the broker-dealer environment with this transition to a Fee-Only Registered Investment Advisor. The added independence will help me fulfill the fiduciary promise I have made to my clients. 

"

Wow…I had no idea there was so much opportunity out there…things have been very successful so far and really appreciate you making these introductions.