POWER your passion

Hear how Paul Pagnato fulfilled his lifelong dream of becoming an entrepreneur and how his foresight led him to focus on serving the sophisticated needs of family offices.

Hear Paul Pagnato talk about his experience going independent and focusing on family office, and how you can take your business forward.

"If we had a time machine and could do it all over, we would have gone independent much sooner."

Paul Pagnato
Founder & CEO, PagnatoKarp
Co-chairman & Chief Visionary Officer, Cresset

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.

CREATE a new standard of excellence

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.

Benjamin Sax, Partner
Jennie Sowers, Partner
KORE Private Wealth

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
Beacon Pointe Advisors

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.


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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