For Advisors

Ready to go Independent?

We don't blame you.

At Presidio Group Wealth Management, we're advisors just like you. We understand the freedom and challenges of independence because we've experienced them first-hand. We're here to help you transition to independence, fully supported every step of the way.

Independence with the Support you Need

Own, operate, and scale your business while maintaining your independence. Enjoy the backing of a dynamic team that prioritizes clients over shareholders. Presidio Group Wealth Management was created to support you so you can serve clients your way, with the resources you need to manage and grow your business effectively.

Looking to grow your business? We can help.

Why Choose Presidio Group?

When you join us, you gain a team of like-minded professionals who are dedicated to your success and who deeply value your independence.

Ownership

You maintain control over your business operations, allowing flexibility to pivot and scale as needed. We ensure smooth succession transitions, providing continuity for your clients, no matter what.

Comprehensive Support

We offer logistics and infrastructural support tailored to your practice, including centralized asset management for optimal financial strategies and growth-driven marketing tools to amplify your reach.

Ownership Compensation

Competitive payout as a 1099 owner

You Are in Control of
Your Business

And because you're in control, you will receive:

Competitive payout as a 1099 owner
Greater control over business-related activities and expenses
Business continuity and succession planning
Merger and acquisitions support

Our Turnkey Services Include:

Human Resources

Staff Hiring, Payroll, 401k, and HR Support
Health Benefits
Consultation and Support

Real Estate/
Office Solutions

Plug and Play Setup
Leasehold Improvements
Furniture/Office Equipment/Telephone Systems

Technology

IT Support, Servers, Security Infrastructure, VOIP Phones, etc.
24/7 Technology Support through Wells Fargo Advisors Financial Network and Third-Party Vendors (Myriad)
Implementations and Maintenance of Technology
Website Support

Administration

Marketing Support
Compliance and Supervision Support
Continuity and Succession Planning
M&A Support
Access to Financing Solutions
Market Insights

Next Steps

We're committed to mutual compatibility and success, which is why our process is designed to ensure a great fit:

Discovery Call: We want to know your goals, your business, and what you're hoping to achieve with independence.
Values Alignment: Client first. Always. We want you to know more about our values and what you can expect out of a partnership with us.
Due Diligence: We'll help ensure we're aligned in our ethical practices, philosophies, and client care.
Onboarding: Your clients and your move is our number one priority. We'll match you with our onboarding specialists to guide you through the transition into independence.

It's Time.

We value independence and want to work with like-minded financial advisors with a client-centric approach.

We believe the ethical approach you take with your clients should be replicated within the leadership of the practice you make home. If you share our entrepreneurial spirit and if your commitment to your clients is your priority, we should talk.