PHOENIX, Dec. 18, 2019 — Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider of a complete business solution for successful wealth advisors, welcomed 14 professional wealth management practices to its nationwide network of clients in 2019, bringing Dynamic’s total count of affiliated wealth advisors to approximately 70. Also, the firm continued to expand its services to existing RIA practices with two new RIA clients in 2019.
The new practices:
- BroadWealth, LLC, Winchester, Mass., a registered investment advisor
- Catalina Wealth Partners, Marana, Ariz.
- DaVinci Capital Partners, Newbury Park, Calif.
- DJM Wealth Strategies, Scottsdale, Ariz.
- Desmond Liggett Wealth Advisors, Traverse City, Mich.
- Fair Street Advisors, Guilford, Conn.
- Fortress Asset Management, Gig Harbor, Wash.
- Life Managed, Phoenix
- Lifestone Family Office, Northridge, Calif.
- Pathlight Investors, Phoenix
- Prosperity Wealth Planning, Long Beach, Calif.
- Quintes Financial Services, LLC, Salinas, Calif., a registered investment advisor
- Walker & McMillan, LLC, Investment Advisors, New York
“We are delighted to partner with the latest professional wealth advisors to join the Dynamic community. It is our privilege to provide the people, resources and technology savvy advisors need so they have more time to focus on nurturing relationships with their clients and growing their business.”
Founder and chief executive officer of DAS
2019 marked the 10-year anniversary for Dynamic, the RIA services provider Cannon founded to alleviate the regulatory pressures and day-to-day administrivia independent advisors face in running a business.
Other Dynamic developments this year include: the rollout of Dynamic-managed exchange-traded funds (ETFs), adding to its 140-plus model portfolios; and the introduction of non-traded alternative investment portfolios, adding due diligence, diversification and an opportunity for Dynamic affiliate advisors to market to higher net worth clients.
About Dynamic Advisor Solutions dba Dynamic Wealth Advisors
For successful wealth advisors looking to elevate their practices to the next level, Dynamic Advisor Solutions is a professional services provider, delivering front, middle and back office support, platform, investment management, compliance, multi-custodian support, succession planning and guidance.
Dynamic’s people-first service model provides foundational support for wealth advisors: At Dynamic, experienced professionals across all areas of financial services do the work, eliminate the need for staffing and create efficiencies so advisors can focus on providing exceptional client experiences. For more information, visit dynamicadvisorsolutions.com.
Dynamic Partners with Eight New Wealth Advisors in 2021, Expands Network, Serving Nearly $3.5 Billion of Client Assets
December 14, 2021
Tech Tools to Streamline Tech Advisors’ Work
November 23, 2021
The Wealth Advisor
Dynamic: Women and Wealth: Meeting the Needs of a Dynamic Demographic
November 21, 2021
CFA® Charterholder Head of Strategy Joins Dynamic’s Investment Management Team
November 09, 2021
The Wealth Advisor
Dynamic: Top 3 Investor Concerns: Taxes, Inflation and Crypto
October 17, 2021
Investment News’ RPA Convergence newsletter
Outsourcing firm is helping RIAs mine 401(k) plans
October 14, 2021