- Sawtooth Solutions and United Planners Financial Services recently announced that they have entered into an agreement to make the Sawtooth Platform available to its national network of financial advisors
Sawtooth Solutions and United Planners Financial Services recently announced that they have entered into an agreement to make the Sawtooth Platform available to its national network of financial advisors. And the wealth management platform offered by Sawtooth is a turnkey practice management and investment solution designed to help advisors be more productive with a focus on providing an excellent client experience.
United Planners is a national wealth management firm that provides financial planning, investment management, and insurance services. And United Planners is uniquely structured as a limited partnership that offers ownership opportunities and profit-sharing to its financial advisors and embraces a culture, passion, and strategy that caters to the fiercely independent financial advisor community.
And Sawtooth Solutions is known as a flexible and comprehensive UMA (Unified Managed Accounts) platform, which was built to fit the unique needs of every advisory firm. And the company is dedicated to providing high-level investment solutions and an all-inclusive technology platform to enable the success of advisors.
Originally, Sawtooth began as a Registered Investment Adviser (RIA) and has lived firsthand through the same experiences facing advisory firms. Plus the company was built to help advisors navigate the wealth management landscape and build successful, scalable practices.
Key Quotes:
“Helping our advisors build better client relationships in a scalable and efficient fashion is a core capability we encourage. We already have advisors utilizing Sawtooth’s platform and Sawtooth has demonstrated its capabilities to be flexible and consultative with each advisor in a way that helps them become more unique with a strong value proposition. Sawtooth brings a highly diversified bench of investment strategies, technology, and attentive service at a time when advisors need creative ideas on how to best compete in the marketplace.”
– Billy Oliverio, Executive Vice-President & Chief Marketing Officer of United Planners
“Providing a comprehensive wealth management solution for advisors in conjunction with United Planners, is a powerful value proposition. We appreciate the strategic partnership with United Planners and value the advisor relationships we have formed since our relationship was initiated. United Planners as a firm, really gets to know their advisors across the country and works very closely with them to be successful and profitable. United Planners’ culture builds a sense of comradery amongst all the partners involved.”
– Rich Conley, Executive Vice President of Sawtooth Solutions
“We provide client-centric financial solutions carefully tailored to our client’s financial goals. Sawtooth enables our practice to have access to best in class investment solutions coupled with very useful technology and personalized service so we can keep growing our business. Sawtooth places us in a position to be innovative with our clients as we continue to be the trusted advisor in the community we serve.”
– Eric R. Hemingway AIF, Managing Partner and founder of Hemingway Wealth Management, LLC
“We are a fast-growing advisory firm with plans to expand into other geographical regions. Sawtooth enables us to easily bring on new advisors and new clients with an extensive stable of investment solutions and a very responsive service team. We like to collaborate with them while we are building our firm.”
– Xerxes Nabong, Co-Founder of Wealth Avenue
