Wealth Partners Alliance Launches Dallas Based Independent Wealth Management Firm
Apr 16, 2019, 10:07 ET
DALLAS, April 16, 2019 /PRNewswire/ -- A team of financial advisors recently left UBS Financial Services to launch a new full-service independent wealth management firm in Dallas named Wealth Partners Alliance.
Led by founding partners John Saalfield and Rick Lima, along with team member Lindsay Heyman, the all‐advisor led start‐up was formed specifically with advisors in mind to leverage technology, resources, and strategic partnerships to deliver superior client experience and financial outcomes.
In addition, the founders wanted to create a better culture for advisors and clients to do business, which they feel has eroded over time since the financial crisis. "We believe this can be achieved through alliances of shared resources and unique networks that will ultimately best benefit the client," added Founding Partner, John Saalfield.
The recent departure adds to the growing market share in the independent space at a time when assets are leaving the traditional banks and brokerages, according to research firm Cerulli Associates.
"The Dallas market is ready for something new," said Rick Lima. "Technology is the great equalizer allowing us to provide proven practice management and succession planning. That resonates with clients and forward thinking advisors."
The advisors at Wealth Partners Alliance are registered with Raymond James Financial Services' independent channel.
"I am very excited about the growth opportunity with our new firm supported by Raymond James and their focus on female advisors with The Network For Woman Advisors," said Lindsay Heyman.
About Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. a leading diversified financial services company with approximately 7,800 financial advisors throughout the United States, Canada and overseas. Total client assets are $785 billion.
Investment Advisory services offered through Raymond James Financial Services Advisors, Inc. Wealth Partners Alliance is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
For more information on Wealth Partners Alliance, visit www.wealthpartnersalliance.com.
SOURCE Wealth Partners Alliance
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