Advisor Services

We are happy to offer advisors a range of services that they can choose to use or not in an a-la-carte fashion. The one required benefit is compliance support through Melissa Glennie, an industry and regional leader in compliance.

The other advisor services are as follows:


  • Website presence
  • Central Investment Management
  • Technology Support
  • In-house Tax Preparation Connections
  • Technology and Cybersecurity Support
  • Sucession Planning



Our approach allows an advisor to have as much support as they seek or enjoy as much support as they may require. We believe allowing flexibility to meet an advisor where they are at increases the success that they are able to experience. We look forward to meeting and working with you!