Over the past 5 years, ANTOLINO Wealth Advisors has partnered with 4 different firms to help optimize their succession plans and partner with our fast growing team. With our Succession Feasibility Study and the experience from our prior partnerships and acquisitions, we’ve built a process centered on ensuring your wants and needs are met at the highest standard possible. Read more below to see why partnering ANTOLINO Wealth Advisors is the solution you’ve been looking for.
Latest Webinar: 9 Critical Steps to Ready your RIA
Whether you're planning to slow down, sell, or simply prepare your firm for the future — this webinar will walk you through the most important actions to protect your value, your clients, and your legacy.
Gary Growth
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Owner Looking to:
- Join a fast growing firm
- Partner with an A+ Team
- Spend more time doing what they love
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Deep relationship with your clients
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Advisor or Team looking to bolster their resources
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Have hit the "Wall of Complexity"
Why Partner with ANTOLINO Wealth Advisors
Time
Gain more time to focus on what you do best—meeting with current top clients and prospective new ones.
Flexibility
Enjoy the freedom to spend your day connecting with new clients or truly disconnecting on your next vacation.
Technology
Be part of a team at the cutting edge of technology, using advanced systems and AI daily.
Exit Strategy
Choose the exit strategy you desire, when you desire, or have the flexibility to keep going.
Payout Schedule
Whether you prefer more money upfront or over time, we offer flexible payout schedules tailored to your needs.
Sammy Sunset
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Owner Looking to:
- Step away in 2-5 years or sooner
- Partner with an A+ Team
- Have more free time
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Deep relationship with your clients
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Have not optimized a formal succession plan for you and your clients
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Small RIA Firm
Why ANTOLINO Wealth Advisors for your Succession Plan
Caring Deeply
Since 1960, we have had a culture of caring deeply about great people; Our clients and our employees. As fiduciaries, we will extend this culture of caring to our partners’ client relationships to give you confidence they'll receive a service experience that will exceed expectations.
Experience
We have successfully acquired 4 RIA firms in the past 5 years.
Growth Trajectory Incentive
20%+ growth year over year for the last 5 years; Grow with us and be rewarded accordingly.
Time
Gain the confidence to spend more time with family, vacationing, pursuing activities and achieving life goals outside of work by being unshackled of the day-to-day operations of the business.
Systems
Benefit from our proprietary systems like The UltraVision System®, The ABC’s of Cash Flow™ and other unique processes that separate us from our competitors and will benefit your clients.
The UltraVision System®
Our time tested, proven financial planning process that empowers our clients to make informed financial decisions through our comprehensive Letter of Intent, Math Model, and Summary Opinion Letter.
Multi-Generational Ownership
With ownership spanning over 4 decades, we are built to endure for the next 50+ years.
Investment Strategies
Our Investment Committee is equipped to learn and incorporate your existing strategies to continue your service offering, or upgrade to our Portfolio Management Program™.
Technology
We prioritize staying at the forefront of technological trends, ensuring our clients remain ahead of the curve.
