Overview

Team that has scope to help transition a practice with depth of experiences.

Our firm has helped many advisors through this process. We have a well established system to make the transition as smooth as possible for both the advisors and their clients.

Timing: We tailor the retirement process to the advisor’s specific needs, whether it’s an immediate retirement or one spanning over 10 years.

Valuation: To ensure every retiring advisor is getting the best and fairest prices possible for their practice we first provide objective third party market valuations and then utilize our experience with the tax planning aspects of these transitions to optimize the deal structure and payout plan.

Client Centered
Location and Quality:

Our Team: We are a large firm of accomplished high quality advisors, most of whom hold professional designations like the CFP® and average 15 years of experience.

Location: I am based in Naples but have other advisors on our team that are generally branded under one reputable firm name and we have offices nationwide. This gives your clients the luxury of having effortless local transitions and a brand they can trust.

Profitability: Regardless of the deal structure, retiring independent is profitable proposition. We’ve designed proprietary technology to show you a true side by side comparison of retiring advisors at their current employer versus retiring with Rocky Mountain Wealth Management/ IHT Wealth Management. Contact us to check it out and start exploring your future.

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