Acquisition

Who Are You?

Are you an advisor who is getting ready to retire?

Are you a advisor ready to make a broker/dealer change?

Are you a advisor looking to sell your business and do something different?

Who Are We?

Three Pillars Wealth Management works with advisors in the process of executing a succession plan so they can go enjoy the retirement or new venture they have planned so diligently for. We are looking for practices and advisors in-line with our beliefs, that are ready to make a move and offer superior service, products, and client care.

What We Offer?

We take care of you and your clients.

We work with advisors whose practices are large enough to have a history, but small enough to provide their clients with caring, individualized attention.

We give our clients undivided personal attention. We get to know your clients and you can trust that neither you or your clients will only be a number to us.

We carefully plan and execute specific financial strategies for each client, and our clients benefit from highly customized portfolios.

If we sound like a good fit for you, your practice, and your clients, reach out to start the discussion with us today! Let’s work together to put both you and your clients first.