For Advisors

If you are an IAR searching for a new place to call home or an RIA interested in outsourcing as much as possible, Wealthspan might be the perfect solution for you. Our aim is to eliminate all non-client-facing activities so that you can allocate more time to gain more clients, provide exceptional service, and reduce your overhead expenses.

How We Serve Advisors

Asset management

Asset management is the foundation of our work. We create and manage models to meet your clients' expectations for risk and return, using ETFs and individual equities to construct low-cost, risk-managed portfolios.

financial planning

Financial planning is a crucial aspect of the services you offer to your clients. However, it can be time-consuming and not directly generate any revenue for you. That's why we offer outsourced financial planning services, so you can delegate this task to us and focus on spending more time with your clients.

technology

We offer a fantastic technology solution that helps you manage your book of business efficiently. Our platform comes with a private-labeled client portal that allows you and your clients to access all the necessary information in one place. You can view performance metrics, transaction history, statements, and even share files securely in the document vault. Our solution streamlines the entire process and ensures that you and your clients have a hassle-free experience.

back-office

We take care of all the administrative tasks so that you can focus on building better relationships with your clients and spend less time resolving NIGOs. Our services include trading, billing, cashiering, business processing, and anything else that can help you acquire new clients and provide the level of service that your clients deserve.

Custom Risk-Managed Models
-No Proprietary Products-

We acknowledge that advisors seek to stand out from other advisors who follow the Modern Portfolio Theory. However, it's crucial to keep things simple for your clients while implementing risk management strategies to help them navigate through turbulent markets.

Using proprietary products to create model portfolios may seem like a cost-effective solution, but it often leads to conflicts of interest and breaches of fiduciary duty. Instead, we recommend using time-tested and market-tested models to help your clients achieve their long-term goals.

Additionally, we offer the option of incorporating third-party managers to create a custom solution for each client.

There is a better, more honest way to serve clients with integrity.

That's the Wealthspan Way

Overview Report

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GROW YOUR BOOK

By spending less time on non-client-facing activities, you can focus on bringing in new clients, providing excellent service to current clients, and enjoying more personal free time.