Wealthsource Holdings has announced the acquisition of SurePath Wealth Management, merging it into Wealthsource Partners to create a registered investment advisory firm with over $1.5 billion in assets under management and 33 financial advisors serving 1,500 families nationwide. With a focus on empowering entrepreneurial advisors, Wealthsource offers a robust practice management and marketing platform to streamline operations and drive organic growth.
Through their Advisor Platform Management Office (AdvisorPMO), Wealthsource provides hands-on support to advisors, helping them navigate compliance, implement technology, and develop customized strategies for accelerated business growth. The company's mission-driven approach aims to amplify advisors' strengths and unique client connections, setting the stage for continued strategic partnerships and expansion opportunities in the future.
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