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SRQ Wealth Logo
SRQ Wealth

Sarasota, Florida

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Oakton College Logo
Oakton College

Des Plaines / Skokie, Illinois

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Ferguson Wellman Capital Management / Octavia Group

Portland, Oregon

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Wealth Advisor
Based in the heart of Cherry Creek at E 1st & Milwaukee, this turn-key solution for wirehouse, bank brokerage, and independent broker/dealer or RIA advisors is ideal for those seeking practice ownership through an elite, comprehensive wealth management platform. Minimize the responsibilities, risks, and expenses of establishing your own office and business model. This comprehensive RIA model includes premier office space, support staff, technology stack, advanced planning, investment support, compliance, licensing, E&O, marketing, practice development, access to group medical/dental, full benefits for staff, transition team, succession planning, acquisition assistance, and favorable economics. The attractive, high-profile local office includes attached parking garage with res


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