New YorkNew YorkFlorida Mon - Fri 10:00-18:00 (646) 790-5779 Mon - Fri 10:00-18:00 (941) 894-0155

Independent External Consultants

Our Wealth Management Consultants platform is unique and valuable resource which we make available for you the Client.  Our WM-Consultants unit functions under a hybrid-model of operations which include a combination of both Internal Consultants coupled with our extensive nation-wide network of External Independent  Consultant. 

Our unique hybrid-model offer you the Clients access to both our In-house Professional Consultants along with our growing nationwide network of talented Independent Consultants, each complete with their own unique skill-sets, resources and powerful networks of existing clients and referral opportunities.  This robust model is available to our Clients and Partnership Companies to bring you the value added solutions  and the resources of our platform.  The hybrid-model of operations in return also offers our External Independent Consultants additional services and products which they can offer to their own Clients and to the Clients and Partnership Companies they are assigned to support.  This makers our model a win-win solution for all parties and provides consulting and networking services, a la cart at a price point that makes sense for you.

Learn More….