Wealth Strategies
Our mission
Our Wealth Strategists’ mission is to serve as a resource to strengthen and deepen your relationships with clients and prospects. We help you further your success through education and support on topics like:
Featured program
Amplifying Human Intelligence
Advisory teams are under more pressure than ever to move faster, process more information, and still deliver deeply human client experiences. Amplifying Human Intelligence is a practical, advisor-focused program designed to help teams integrate AI as a strategic partner. One that enhances judgment, sharpens focus, and strengthens client connection, without losing the human edge that defines great advice. Rather than "tech for tech's sake," this program shows how AI can work alongside critical thinking and empathy to support the work advisors do every day.
Core Offerings
Financial Exploitation
Designed to help financial advisors protect investors from financial fraud and exploitation.
Wealth Planning Trends
Ideas and strategies to grow your practice and help your clients with tax, estate, and retirement planning.
Estate planning and wealth transfer
Strategies to build successful wealth transfer plans and ideas for managing family dynamics.
Meet our specialist consulting group
With over 20 dedicated specialists and consultants, we strive to help you tackle challenges and implement solutions across key practice areas.
Insights
The Value of Active Management in DC Plans
Kevin Neuhart, Executive Director, Lead – Retirement Sales Strategy, and Taylor Pluss, Defined Contribution Specialist, discuss how actively managed strategies can strengthen core defined contribution (DC) menus and improve participant outcomes.
Asset location: Why it matters even more in a post-SECURE 2.0 world
As more assets flow into Roth accounts due to SECURE 2.0, advisors have an opportunity to potentially improve clients’ after-tax results through thoughtful asset location.
Six for 2026: Key financial planning changes to be aware of in the new year
Six key financial planning changes effective in 2026 that advisors should be prepared to discuss with clients.