Broker Check

Financial Planning Transition Support: We Understand. We've Been There

We went through a transition period ourselves, so we understand what advisors who want to transition go through. Let’s put our cards on the table: Financial transitions are never asymptomatic. It’s an ordeal to pick up your business and move. It’s a huge commitment of time, energy, and resources. We know that. We have lived it. We also know that some firms will promise advisors anything and everything they want to hear:

“No, there aren’t any difficulties. It’s going to be seamless and problem-free.”

It’s just not like that. If a firm is honest in making known that there will be challenges, and how it will troubleshoot as the problems arise, we believe that makes for a better transition instead of “pretending” there will not be any problems. This is part of our culture of honesty. 

We say this because this is what we have experienced ourselves:

• Advisors will have challenges and we know when they are likely to appear
• We know how to help with those challenges when, and if, they occur
• We can work with their clients and with their custodial firms

In our opinion, there is no such thing as a seamless transition, but there is such a thing as a financial planning transition that can be managed properly or managed efficiently to make it the best possible transition that it can be, with the right financial advisor transition checklist, and of course the right financial advisors. Our New Jersey Wealth Management firm has those advisors.