Wouldn't it be smart to have "minutes" of advisor joins, or a system so that you could learn from every transition?

What if you could refine the process each time leading to more precise planning, efficent processes and ultimately more succesful transitions?


TRANSITION METRICS: We track what worked and what didn't, the nuasasances that each firm possses that create unique challenges as well as the tatics and technologies that can made a difference in an advisor's transition. We can catalogue and organize this information so that we get better with every transition.

Click below to learn about the processes 

Lindsay Heyman
Lindsay Heyman

Lindsay discusses the culture at WPA, the process for joining partners and why she thinks the team here makes a difference.

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Courtney Andring
Courtney Andring

Courtney explains the history of building out the WPA transitino process and why she thinks we are making a difference in the success of our advisors.

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John Sallfield
John Sallfield

David and John talk about the history of WPA, the vision and culture and the reason succesful FA transitions is such a focus for the entire firm.

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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 quality 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

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