Wealth and Investment Management Support: The key to this area of support is our foundational and ongoing commitment to financial planning, a core service we can provide to your client practice. Our comprehensive planning program for clients addresses cashflow, insurance, tax planning, retirement, charitable and estate. We provide you with access to our wealth and investment management process, including proposal and risk analysis systems, through our investment and asset managers. You also have access to our legal, accounting and insurance services and other partnerships.
Practice Management Services: The RoundRock brand and its informational and marketing content provides an effective business development tool. Our collaborative environment also provides practice growth opportunity, in particular the potential of acquiring clients from colleague advisors who are seeking succession support. We also provide you with ongoing coaching and consulting to keep your practice current, given the predictability of change