Surepath Wealth Management LLC

Website

8513 Cobblestone

Austin, TX 78735

https://www.wealthsource.com

WealthSource Holdings has announced its acquisition of SurePath Wealth Management, which will be merged into WealthSource Partners, a registered investment advisory firm. This merger is expected to result in WealthSource Partners managing over $1.5 billion in assets with the support of 33 financial advisors, serving more than 1,500 families across the United States.

WealthSource's Advisor Advocate approach provides advisors with a team of marketers and practice management coaches, enabling them to achieve scalable growth. The company focuses on assisting advisors in developing customized strategies for business growth, talent empowerment, marketing, succession planning, and back-office tasks, allowing advisors to dedicate more time to serving clients and engaging with prospects.

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United States›Texas›Austin›Surepath Wealth Management LLC

Surepath Wealth Management LLC

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