Overview

• Founded in 2023 as a transition consulting firm
• Employs 2 professionals in staffing and recruiting operations
• Specializes in crafting seamless moves for financial advisors
• Leads with an advisor-first approach in all transition processes
• Operates in the staffing and recruiting industry with precision and discretion

Specializations

• Financial Advisory & Planning transition consulting
• Crafting seamless moves for financial advisors
• Connecting financial planners to precise opportunities
• Discreet transition processes for financial professionals

Services & Approach

• Comprehensive support throughout financial advisor transitions
• Transition consulting for financial advisors changing firms
• Connecting financial advisors and planners to targeted opportunities
• End-to-end transition process management for financial professionals