Advisors Who Want More Time and Freedom Before Retirement

partner with us to create the business and lifestyle they desire – gaining the freedom and flexibility to spend the later years in their career doing what they enjoy and the systems and team to transition their practice on their timetable.

You’ve Built an Amazing Business Serving People You Care About

You’ve spent years bringing on and caring for your clients. In many cases, not only are they clients they’re also friends. You have some relationships where you serve clients’ children and grandchildren – you’re their family’s trusted advisor. They’ve put a lot of faith in you and deservedly so.

Given the complexity of managing those client relationships, building out a team with younger advisors and documented systems for running your practice like a business can easily end up on the back burner. There simply isn’t enough time to market your business, manage your in-house operations, hire and train employees to support you, keep up with industry trends, stay on top of compliance…. and the list goes on.

Feeling energized by managing the wealth of your clients and taking pride in the role you play in their future success quickly gets overshadowed by running the business. So, while you want to plan for the future of your practice, there’s been enough to focus on in the present to keep you busy. The trouble for many advisors is – by the time they “get around to” planning for the next generation of advisor in their practice they’re already ready to retire. Much like plans that you put together for your clients, you know that waiting too long can drastically diminish success – resulting in a lower valuation for you and a subpar experience for your clients.

We Can Help You Build a Bridge to Your Legacy

If you’ve begun to consider retirement and haven’t spent years building an internal infrastructure for an internal succession plan, it can seem overwhelming and you may wonder if you’re too late. But what if you had a guide, an experienced team to come alongside you and remove the frustrations that come with preparing for a practice transition? We’ve built a system and trained younger advisors that can step in and help – on your timetable – provide the kind of service and experience that you’d want for clients you’ve come to love.

You can spend your time connecting with clients and building relationships while we help deliver outstanding service. We’ll guarantee the systems and support for consistency in your client care, business operations and marketing and help you create a transition plan that is as unique as you and your business. Through our unique and robust shared services model and established talent acquisition and development department, we offer a ‘done for you’ approach that allows you to build out a transition that honors the legacy you’ve built.

introductory meeting


introductory meeting


introductory meeting


introductory meeting


Bottomline: We support advisors with preparing for the next generation of their practice with tools, systems and team members that can remove the typical hurdles of succession planning.
We take pride in our old school values and hands-on approach. We roll up our sleeves and dig into your business with you. A Signature Wealth partnership is a long-term team effort.

Legacy Case Study

Are you struggling to set up your practice and your team for long term success as you transition into retirement? Together we can plan your exit strategy with ease. Download this case study to see how we've done it for others -  just like you.

Book A Call

We promise that getting on the phone with us will move you forward immediately. Bring us your current struggle and we'll see how we can help you TODAY, and then discuss what we could do as a partner.
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