Premium Transition Services

At Wealthwave, we understand that a career transition for a successful financial advisor isn’t just about changing firms—it’s about elevating your practice to new heights while ensuring your clients continue to receive exceptional service. Our comprehensive suite of services is designed for advisors managing significant books of business who deserve white-glove treatment throughout their transition journey.

Strategic Opportunity Assessment

We begin with a deep analysis of your current practice, understanding your unique value proposition, client demographics, and growth aspirations. This allows us to identify opportunities that not only enhance your compensation but align with your long-term vision for serving high-net-worth clients.

Elite Firm Selection

Our extensive relationships with major Wirehouses and premier wealth management firms give you access to opportunities not widely available. We carefully evaluate potential firms based on:

Platform capabilities and technology infrastructure
Research and investment resources
Research and investment resources
Cultural alignment
Growth potential and compensation structures

Expert Deal Negotiation

Leveraging our insider knowledge of industry compensation structures, we advocate for packages that reflect your true value. Our negotiation expertise covers:

Transition packages and signing bonuses
Long-term incentive structures
Client service support arrangements
Resource allocation and team-building opportunities
Specialized platform access and capabilities

Comprehensive Transition Management

We provide end-to-end support throughout your transition, including:

Detailed timeline development and project management
Strategic client communication planning
Team transition coordination
Compliance navigation and documentation support
Technology integration guidance
First 90-day success planning

Confidential Consultation

All our services begin with strictly confidential discussions about your goals and aspirations. We maintain absolute discretion throughout the process, ensuring your current position remains secure while we explore opportunities.

Ongoing Advisory Support

Our partnership extends beyond the transition itself. We remain available as a trusted resource during your first year at the new firm, helping you maximize the opportunities in your new environment.

All these services are provided at no cost to you, allowing you to focus on what matters most—your clients and your practice’s growth.

Case studies

Client Testimonials

Having worked as a complex manager at a major Wirehouse for the majority of my career I've had the opportunity to work with several great recruiters over the years. Wealthwave was one of the best I have worked with in my career. They know my market better than most other recruiters thanks to their time in the business in different capacities. They are also very thorough and spent the time to understand what type of advisor would fit into my complex before sending them over. They were a great matchmaker for both me and the recruit as they took the time to make sure it was a good fit for all parties. I would highly recommend Wealthwave consultants to any advisor that is looking to make a change or any manager looking to grow their office!

Steve

RBC wealth management

After working for Citi Personal Wealth Management for 23 years I decided that it was time to consider making a change. Although I knew what I needed out of a new firm, I wasn’t sure who would be the best fit for me as well as my clients. Pete’s thoroughness as well as his understanding of my needs, helped to make the recruiting process a smooth and enjoyable endeavor. With his assistant throughout, I know I came to the right firm and got the best deal possible.

Paul

RBC wealth management

Moving your practice can be both difficult and stressful. Wealthwave enables the advisor to be aware of what to expect and how to prepare for the unexpected. From my own experience most people in their position are just concerned with getting the advisor to move firms. Their step by step process and being involved from beginning to end allowed me to focus on my clients rather than the stress of moving my practice.

Frank

Morgan Stanley Wealth Management