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
Could annuities help clients live longer?
Recent research suggests that, in addition to insuring against longevity risk, annuities may actually help support longevity itself.
Investor Survey: Does AI usage impact advisory fee sensitivity?
Our 2026 Investor Survey gauged whether advisors’ use of AI has an impact on clients’ willingness to pay advisory fees.
Avoiding retirement pitfalls
Indexed annuities may help investors approaching retirement balance risk management, income generation, and long-term sustainability.