CREATE a new standard of excellence

Hear how KORE's multigenerational approach to wealth management and commitment to innovation helped it create a luxury destination to serve its ultra-high-net-worth clients.

Hear Benjamin Sax and Jennie Sowers of KORE Private Wealth talk about their experience going independent and how they created a new standard of excellence.

"We took the path of most resistance and created a firm that delivers a true luxury experience for our clients."

Benjamin Sax, Partner
Jennie Sowers, Partner
KORE Private Wealth

For more information, visit Working With Us.

Transform for the future

Hear from today's innovative financial advisors to get insights and perspectives on the independent landscape, and learn how you may take your business forward.

DARE to take the leap

DARE to take the leap

Michael Farr shares his insights on going independent and becoming an entrepreneur—and how passion, innovativeness, and creativity can lead the way.

Michael Farr
CEO & Founder
Farr, Miller & Washington

OWN the road ahead

OWN the road ahead

Shannon Eusey discusses Beacon Pointe's journey from zero clients to having 140 employees nationwide and more than $9.5B in AUM—a testament to the firm's dedication to superior service.

Shannon Eusey
CEO
Beacon Pointe Advisors

BREAK the bold

BREAK the bold

Hear how Darren Henderson and his partners broke away from wirehouses to create a firm that offers high-net-worth investors more value—including holistic advice and alternative investments.

Darren Henderson
Founding Partner
Corient Capital Partners

Take your first step

Learn what you can do right now to begin your unique journey toward independence.

Get started now

Focused on your success

We take the time to fully understand your business needs and goals, and we provide solutions to help ensure that you're equipped with the resources, support, and thinking to help drive meaningful results. Please select from below for more information.

eBook

A closer look at going independent

Get our latest eBook, Exploring Your Path to Independence, to help you learn more about your options—and how we can help you along the way.

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