Owners of CPA firms can receive an additional revenue stream on top of their core business by uncovering wealth management opportunities from their current client base.

What are the benefits of adding a turnkey financial planning/wealth management division to your business?

Remove the risk of a potential negative client experience after referring clients to another wealth management firm

Your clients will now have simultaneous access to both their tax and financial advisor who work in concert to provide a comprehensive financial solution

Add a growing and recurring revenue stream annually

Diversify business income

Increase depth of client relationships to sustain/retain business long term

Control the quality of financial advice provided to clients

Build equity in a wealth management business

The Partnership With Altere Financial, LLC?

Smiling middle aged business man shaking hands with his advisor
  • Over 24 years of experience in the financial services business that includes financial planning, wealth management, supervision and compliance
  • Our business is structured to comply with AICPA standards
  • As a CPA owned firm, we understand the compliance challenges of affiliating with a Wealth Management firm.  Our business model allows you to affiliate with us, without the need to modify your CPA practice or take a “don’t ask, don’t tell” approach.  
  • Access to a Certified Financial Planner who will co-manage the ongoing client relationship
  • Up to date compliance and supervision to ensure the business remains aligned with the latest rules and regulations
  • A turkey suite of technology vendors designed to streamline the information and advice delivered by the wealth management practice
  • Inclusion in all client communications and meetings, if desired