Retiring Advisor Solutions

Charted Values

If your practice is like ours, it’s more than just a business; it’s about family, friends, and the people who matter most to you. You've invested time and energy to create something meaningful, and you want to see your clients thrive while maximizing the value of your hard work.

People, Not Numbers

Your book of business is more than a bottom line. There are real lives and dreams at stake which we’ll look out for.

Get the Most Out of Your Practice

Pursue a smooth transition—get strategic on timing and other decisions to make sure your retirement works for you.

Caring for Client Relationships

Your clients will enjoy a family-like atmosphere and the same dedicated service they’re accustomed to.

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Succession Matters

Charted Wealth specializes in partnering with partial or full RIA practices with a primary focus on revenue acquired from advisory accounts and retirement plan consulting agreements.

Immediate Exits

Ready to retire now? Our acquisition team will help to make your transition efficient and effortless handling everything from client communications to financial management. We're ready to step in and keep your clients well-served without drifting off course.

Gradual Transitions

Retire at a pace that’s right for you with our step-by-step support to fit your timeline offering hands-on successor training and keeping your clients informed and confident. Reduce your workload without losing touch with your business.

Chart Your Succession

Every conversation we have is confidential, keeping your info completely secure.

The Charted Advantage

Extensive Experience

We have extensive experience in efficiently integrating practices from retiring advisors, with a focus on keeping retention rates high.

Client Continuity

Enjoy a seamless handover process that prioritizes your clients feeling valued and supported throughout any transition period.

Seasoned Support

Benefit from our wide experience in managing advisor succession, having supported numerous advisors throughout the years.

Scalability

Our robust internal processes support growth and scalability, making it easier to manage an expanding client base.

Personalized Guidance

We’ve guided many advisors into a successful retirement—get advice that's tailored just for you and your retirement needs.

Flexible Exit Strategies

Whether you want a quick exit or a gradual transition, we'll meet you where you are at and on your timeline.

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What our advisors are saying

George and his team made my transition out of the business easy. Their attention and care were just what my clients and I needed during the process. The process itself was both efficient and reassuring for clients."

Mike G., former advisor, on 12/9/24

This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Navigate your wealth with purpose.

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