LEGACY PARTNER

RELATIONSHIP SPECTRUM

Maybe you have made the decision to monetize the equity in your business today, tomorrow, or at some point in the future.

You’ll be branded as a United Advisors office. We will take all of the non-client facing activities off of your hands giving you time to focus on your strengths and your vision for your future. You are free to choose your own planning, investment, and platforms to work with your clients the way you want. In addition, you’ll have access to capital to promote growth through recruiting, acquisitions, and business development programs. You’ll also have access to our proprietary technology platform to enhance your client relationships.

Is this model right for you? Click here for a list of services we provided to our Legacy Partners.