At South Star Wealth Management, we believe in putting clients first—always. If you're an experienced advisor who shares this philosophy, we'd welcome the chance to explore how our team could be the next step in your professional journey.
Why Join Us or Transition Your Book Here
Client-First Culture
- We’ve built our firm around personalized service, integrity, and long-term relationships. Every advisor we work with is aligned with those values.
Support & Infrastructure
- When you bring your business to South Star, you’re not just joining a firm—you’re gaining access to an established platform, operational support, and a team committed to helping you deliver exceptional service to your clients.
Flexibility in Your Transition
- Whether you’re looking to transition gradually, retire this chapter, or sell your book of business entirely, we offer flexible pathways tailored to meet your goals.
Growth & Legacy Opportunities
- Looking to expand your reach or solidify your legacy? We help you focus on meaningful relationships and strategic growth—not back-office burdens.
We’re Looking for Advisors Who Are
- Seasoned in financial planning and wealth-management services
- Dedicated to putting clients’ needs ahead of product push
- Comfortable working in a collaborative environment
- Interested in maintaining their brand identity (if desired) while leveraging our platform
- Considering options such as transition, partnership, or book-sale
How the Process Works
- Initial confidential conversation – We’ll talk about your current practice, your goals, and how South Star might fit.
- Mutual due diligence – We’ll explore structure, culture fit, and logistics. You’ll learn what we offer, we’ll learn about you.
- Proposal & agreement structure – Based on your goals (transition timeline, book size, service model) we’ll craft a structure that makes sense.