Are you a CPA professional interested in expanding your firm’s offerings to wealth management and want to learn how an outside partner can help you succeed? In this session, our team explores how launching a wealth management practice doesn’t require developing a full internal platform from scratch. They share insights on maintaining ownership and flexibility over your firm while leveraging our established trading, operations, training, and practice management infrastructure.
Our team discusses:
- What it actually takes to launch wealth management as a second line of business
- The operational lift of running a wealth business and how you can lighten that work
- Why hiring additional team members is often the slowest and riskiest path
- What functions CPA firms should not build themselves
- Trading and portfolio management, back-office operations, marketing, content, and advisor education
- How CPA firms can use external infrastructure to stay focused on clients
- What flexibility and ownership actually look like in practice
- How ongoing support evolves as the wealth management practice grows
- And more!
Nothing contained in this content may be relied upon as a guarantee, promise, assurance, or representation as to the future. Services are offered through Focus Advisor Solutions, LLC (“Focus”), an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus or its representatives. Focus has been part of the Focus Financial Partners partnership since 2007. Prior to July 2026, Focus Advisor Solutions was named Focus Partners Advisor Solutions. RO-26-5751990
Focus Advisor Solutions
When advisors work with Focus Advisor Solutions, they gain the strength of a nationwide community of wealth management professionals. With the support of a diverse team of financial planning leaders, tax professionals, investment researchers and portfolio managers, advisors are able to orchestrate a bespoke plan, tailored to each client’s unique situation. Clients benefit from Focus’s team of dedicated professionals who are constantly exploring and assessing the ever-changing landscape of investments, tax code, markets and planning strategies—with a singular focus on maintaining an evidence-driven, fiduciary approach that puts client’s interests first.
