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IMPLEMENT WEALTH
MANAGEMENT SERVICES
INTO YOUR ACCOUNTING FIRM
Transform Your Accounting Business into an Advisory Firm with our
Wealth Management Forward Program.
AFO|Wealth Management Forward was created to allow Accounting Firms to integrate Wealth Management Services into their Practice with ease. Our Family Office model allows you to diversify service offerings, increase revenue, and deepen client relationships. This is achieved with our simple and comprehensive program.
Holistic Family Office Model
- An innovative program that combines accounting and wealth management services to help your firm transform the way it does business.
- Adopt wealth Management Services
- Understand how to market your advisory firm
- Convert and/or enhance your Accounting Advisory Pricing Model and receive revenue from Wealth Management Services.
- Attract and retain top talent
- Join a community of future facing advisors
Free Access to all of our Learning Management System Courses
Life insurance
Financing Planning
THE PLAN: 3 EASY STEPS
Discover
The best Wealth Management Program for your business model.
Determine
The most effective level of our Wealth Management Programs that works for you.
Implement
Wealth Management Services into your Accounting Firm with our team.
Why Choose AFO|Wealth Management Forward
Start Getting the Most from your Firm
AFO|Wealth Management Forward focuses on harnessing the power of automation to
provide actionable, result-oriented, and client-based services that will
INCREASE REVENUE
Access higher-margin services that can attract higher revenues thanks to the variability of ways to meet client needs.
BECOME AN ADVISORY FIRM
Maximize your current book of business and bring in new clients through a wider range of services.
ATTRACT TOP TALENT
Distinguish your firm by being at the forefront of Accounting and Wealth Management Services.
DON'T LOSE YOUR BOOK OF BUSINESS
TO AUTOMATION OR FINANCIAL ADVISORS.
WHAT LEVEL
WEALTH MANAGEMENT
FIRM ARE YOU?
Level 1 - Outsource and Reporting
- Market your Advisory Firm with Wealth Management Service Collaboration
- Leverage services to create value-based Pricing Arrangements
- Have access to and collaborate with a Wealth Manager
Level 2 - Hybrid Partner
- Revenue Sharing from AUM Fees
- Full access to wealth management forward training videos, checklists, and webinars
- Gain access to Reports and our exclusive Partner Portals
Level 3 - In-House RIA
- Everything from Level 2 w/ increased Revenue
- Access to Industry Experts to streamline operations
- Compliance and Registration Assistance
OUR IDENTITY
AFO Wealth Management Forward was founded by professionals with diverse financial backgrounds and tenures with Actua, Aspirant, Bear Stearns, J.P. Morgan, Lazard, OpenGate Capital, Nuveen Investments, Platinum Equity, Smith Barney, TA Associates, UBS, Schwab & Thorofare Capital.
It was created to bring a new perspective to the way people do business without the fear of losing clients to automation. We are a holistic Wealth Management firm dedicated to providing independent advice to clients. We believe in forming the best relationships and treat every client equally because your success story is our Unique Selling Point.
At WMF, we offer a strategy that includes comprehensive family office services such as financial planning, estate planning, tax planning, and asset and liability management. We also leverage our team of best-in-class professionals armed with cutting-edge technology and an extensive understanding of your unique needs.
Program Partners & Technology Providers
IMPLEMENT THESE SERVICES
THROUGH OUR PROGRAM
ACCESS OUR FAMILY OFFICE LEVEL OF CARE BY IMPLEMENTING ANY OF
THE FOLLOWING SERVICES. YOU DESERVE THE BEST COMPANIONS IN YOUR
BUSINESS JOURNEY; THAT IS WHY ARROWROOT FAMILY OFFICE WEALTH
MANAGEMENT FORWARD IS HERE FOR YOU.
THE FOLLOWING SERVICES. YOU DESERVE THE BEST COMPANIONS IN YOUR
BUSINESS JOURNEY; THAT IS WHY ARROWROOT FAMILY OFFICE WEALTH
MANAGEMENT FORWARD IS HERE FOR YOU.
Financial Planning
Investment Advisory
Life Insurance
Estate Planning
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* By signing up, you will also receive occasional email updates.
Copyright © 2021 AFO Wealth Management Forward. All Rights Reserved.
Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.
