Partner With Us
If you are exploring a change for you, your team, or your clients we are interested in hearing from you. By partnering with us you’ll have more time to focus on clients’ satisfaction, grow your book of business and have a succession plan in place.
We offer back office support, marketing & social media management, the latest technology for your clients and expertise in managing portfolios.
We are excited at the opportunity of being able to share our resources and intellectual capabilities with you to help you succeed.
Why Affiliate with Us?
The ability to manage your own client's portfolios or have the expert Wealthstreet portfolio managers create custom portfolios for your clients. Leaving you with the ability to concentrate on client advising and relationships.
We have robust CRM, Portfolio management and Financial planning systems. Clients have access to an online client portal and electronic statements.
A superior client experience workflow in order to provide the highest possible service to your clients.
Marketing and Social Media Management
Marketing team dedicated to promoting the Wealthstreet brand.
Experienced Operational Team
Operational team with years of experience and knowledge in transitioning all types of client accounts.
Superior Offices with Views
Beautifully finished high quality offices with stunning views of Dallas.
Frequently Asked Questions
Yes, it will depend upon the deal structure. All types of transactions are considered.