Transition Your Practice with Guidance, Support, and Minimal Disruption

While making a change to your practice may seem daunting, Wealthcare has designed an onboarding process that alleviates the stress of making the transition. Our onboarding team of experts guides advisors through the complete practice transition process, from planning, investments, operations, marketing and compliance. While Wealthcare does the heavy lifting, you can continue to focus on what matters most: taking care of your clients.

We make the transition simple, not simpler.

Wealthcare’s onboarding team provides you with disciplined, ongoing support. When you join Wealthcare, you’re assigned an Action Team who will guide your transition. This team includes operations, technology, compliance, investments, planning, marketing, and billing professionals.

Our transition and onboarding roadmap follows a defined process. Our professionals lay out a clear -path that provides the necessary guidance to ensure a smooth transition. This process covers the following vital aspects of your transition, and more including:

  • Account documentation (paperwork)
  • Compliance documentation
  • Establishing a clear set of expectations
  • Clear communication across all stakeholders
  • Marketing communication
  • Plan migration
  • Investment mapping

Get started today!

Learn how Wealthcare can help you transition your practice with minimal disruption to your business.

Let's get started

Check the background of the investment professionals associated with this site on FINRA’s BrokerCheck.