For Advisors

If you’re an IAR looking for a new home or an RIA seeking to outsource as much as possible, Wealthspan could be the ideal solution for you. Our goal is to minimize non-client-facing activities, allowing you to focus more on acquiring new clients, delivering exceptional service, and reducing overhead costs.

How We Serve Advisors

Asset management

Asset management is at the core of what we do. We design and manage investment models tailored to your clients' risk and return expectations, utilizing ETFs and individual equities to build low-cost, risk-managed portfolios.

financial planning

Financial planning is an essential part of the services you provide to your clients, but it can be time-consuming and may not directly generate revenue. That’s why we offer outsourced financial planning services, allowing you to delegate this task to us and dedicate more time to building relationships with your clients.

technology

We provide an outstanding technology solution designed to help you manage your book of business efficiently. Our platform features a private-labeled client portal, enabling you and your clients to access essential information in one convenient location. You can easily view performance metrics, transaction history, statements, and securely share files in the document vault. Our solution streamlines the entire process, ensuring a hassle-free experience for both you and your clients.

back-office

We handle all administrative tasks, allowing you to focus on strengthening relationships with your clients and reducing the time spent resolving NIGOs. Our services include trading, billing, cashiering, business processing, and any other support you need to acquire new clients and deliver the exceptional service they deserve.

Custom Risk-Managed Models
-No Proprietary Products-

We understand that advisors aim to differentiate themselves from others who adhere to Modern Portfolio Theory. However, it's essential to keep things simple for your clients while implementing effective risk management strategies to help them navigate turbulent markets.

While using proprietary products to create model portfolios may appear cost-effective, it often leads to conflicts of interest and compromises fiduciary duty. Instead, we advocate for the use of time-tested and market-proven models to help your clients achieve their long-term goals.

Additionally, we offer the option to incorporate third-party managers, allowing for customized solutions tailored to each client’s needs.

There is a more transparent and honest way to serve clients with integrity.

That's the Wealthspan Way

Overview Report

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GROW YOUR BOOK

By minimizing time spent on non-client-facing activities, you can concentrate on attracting new clients, delivering exceptional service to your current clients, and enjoying more personal free time.