Consulting and Search Services

Creative Input & Industry Insights


We consult 1×1, in study groups or in virutal events to help advisors and firm leaders think through talent acquisition and professional/leadership development for their organizations. 

Before Your Hire!

We work with employers to prepare the culture for your next hire.


Custom Engagements

If it has to do with Wealth Management firm building we (or someone in our network) can help.


Professional Development

We work to help grow your firm's greatest asset- it's people.


Candidate Experience

How would your talent pool rate your candidate experience? We can help.



After client acquisition, talent acquisition is most critical to business growth.  We provide insights and time leverage to firms and practices by finding their next team members.  Whether its a Fortune 500 firm or a solo practitioner making their first support hire- we can help. 

Common roles include: 

Financial Advisor

Whether an inexperienced talent going into a training program or an advisor with a book of business.

Lead Advisor

Client facing advisors that will manage relationships within a practice whether for support, scale or succession planning.

Planning Focused

Professionals focused on building comprehensive financial plans and client strategy.

Investment Strategy

Portflio managers, analysts and directors of investment roles.

operations and Service

Investment operations, client service associates, general ops and admin professionals

Leaders & Management

Experienced firm leaders, compliance and recruiting roles.