AdvicePeriod Extends East Coast Reach with New Office
We are pleased to announce the addition of Brett Nelson to AdvicePeriod. Brett wanted to join a team that is consistently recognized for its commitment to excellence and innovation. Here are a few reasons why Brett joined AdvicePeriod:
Simplicity. With integrated technology and automation, we ensure our Partner Advisors receive the most optimized experience. This allows Partner Advisors to get back to what they’re most passionate about: helping their clients.
Independence. Partner Advisors maintain direct control over their clients, owning 100% of their book of business. We support Partner Advisors with additional resources if needed. They get the benefits of autonomy without the headaches.
Planning-First. We believe the best advisors take a holistic approach to wealth management and focus on planning. Advisors should concentrate on that which they can control: taxes and fees. At AdvicePeriod, we aim to reduce our clients’ tax burden and minimize the fees they pay.
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