(Formerly Wells Fargo Advisors)
Jason left Wells Fargo Advisors and joined Wealth Partners Alliance in 2021. He recently celebrated his one year anniversary and he shares his experience in this video. Jason joined to gain more flexibility in his practice and to be able to take advantage of the independent positioning for his practice. He liked that WPA provided a "plug-n-play" chassis that could support his practice in areas such as administrative support staff, payroll and other benefits as well as real estate. Jason has a true passion for collaboration and values seeking other advisors input when seeking efficiencies in practice management. Jason jumped right into his partnership at WPA and has taken the lead on idea gathering and coordination of best practices across WPA and our other partners to help all the advisors run the most effective practices possible.
Learn more about Jason and his practice on his WPA Page:
Wealth Partners Alliance, LLC (“WPA”) is an independent wealth management organization founded by Financial Advisors and built for Financial Advisors to leverage technology, resources, and strategic partnerships in order to help deliver superior client service and financial outcomes.
As an independent practice, we provide Financial Advisors with quality wealth platform and practice management tools to deliver optimal results and experiences.
WPA has set out to develop a business framework for Advisors to distinguish themselves through independent thinking, transparency, and discretion on behalf of their clients.
Founded by like-minded Financial Advisors with over 100 years combined experience at some of the world’s largest banks and wealth management firms, the Founding Partners agree that each client relationship is unique to the Advisor and forged with shared core values of trust and compassion.
WPA was created on the premise that successful Advisors are those that have the necessary tools, resources and networks at their disposal to diagnose and solve for client’s complex and challenging needs.
Our value proposition is to provide that of an enhanced culture and a holistic wealth management company led by Advisors on behalf of Advisors, allowing them to do their job independently through a network of shared resources.
For more information on joining out team please reach out to us at: WPA@wealthpartnersalliance.com