QUITE SIMPLY, WE MAKE ADVISORS’ LIVES BETTER.
We do this is by taking an active interest in your success. As advisors ourselves, we understand and have experienced all the pain points that you face every day – and in planning for the future – the future you want to control.
WE CAN GUIDE YOU ON HOW TO AVOID THE TRAPS WHILE OPTIMIZING THE OPPORTUNITY TO SUCCEED.
As an advisor, you want to be on the same side of the table as your clients.
That’s our belief, too, and that’s exactly how we’ll build our relationship with you.
Our role is to make your life better by giving you ‘thoughtful freedom’ defined by collaboration and transparency.
6 Degrees Wealth was founded to provide freedom and flexibility to advisors who are looking for help to:
6 Degrees Wealth provides a framework of resources to enable advisors to succeed as independent business owners.
We support you with the technology and operations resources you need, with an institutional-quality experience, enhanced by being part of a group of like-minded advisors all focused on serving their clients.
We apply our specialized knowledge in areas such as comprehensive wealth preservation strategies, business transition planning and family legacy building, to create the 6 Degrees Wealth offering. Our framework supports smart investing and thorough planning solutions.
As an independent firm working with 6 Degrees Wealth, you’ll enjoy the freedom from corporate ownership and the flexibility to…
truly customize our client solutions by accessing a broader range of resources and partners. And most importantly, you’ll be able to deliver conflict-free advice.
We put your interests and goals at the center of everything we do and commit to fostering our relationship through collaboration and a mutual client-centric focus.
We invite entrepreneurial advisors to join us and learn how to succeed within the 6 Degrees Wealth framework.
WE’RE READY TO HELP ADVISORS:
Who are looking for…
Who are looking for independence as a means of focusing more on their clients without the headache of serving a corporate agenda
Who would prefer…
Who would prefer to spend their time serving their clients instead of worrying about running the ops/admin side of their business
Who are eager…
Who are eager to gain all the benefits of independence but prefer to take that step with a proven partner
Maybe you’re already an independent advisor looking for a partner to help simplify or scale your business.
Maybe you’re thinking about succession and looking for the best option to pass on your practice – as long as your clients are well taken care of.