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 PODCAST

Episode 4

accounting advisory service podcast

Licensing and Compliance

Licensing and Compliance Episode:

Arrowroot Family Office CEO Rob Santos and Director Rory Henry discuss Licensing and Compliance Basics for accounting firms adopting Holistic Wealth Management. They go over each of the licensing requirements, from outsourcing to partnering to building your own Registered Investment Advisory Firm In House. They touch on easy ways to Get Started and touch on technology innovations that allow you to offer Holistic Wealth Management Services without needing a license. Licensing and Compliance Basics.

  • 3 Level’s Outsource, Partner, In House RIA Licensing  
  • Insurance and Estate Planning Licensing Requirements
  • How to Get Started
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DON'T LOSE YOUR BUSINESS
BOOK TO AUTOMATION OR
FINANCIAL ADVISORS.

WHAT LEVEL
WEALTH MANAGEMENT
FIRM ARE YOU?

Level 1

Level 2

Level 3

OUR IDENTITY

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 financial, estate, 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. This enables us to provide efficient and transparent solutions.

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.

Financial Planning

Investment Advisory

Life Insurance

Estate Planning

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