Process

Deciding to offer investment services is not, obviously, like flipping a switch. The same effort, thought and attention that went into the establishment of your CPA practice will be called for here.

Except this time, you’ll have The Wealth Group with you every step of the way. 

We provide all of the educational materials you need, and we work with you while you’re in the process of studying for and getting your licenses. Once you receive them, we provide extensive “on-the-job training,” enabling you to learn the ropes and gain confidence by immediately putting your new knowledge and skills into action.

During this time, you also attend seminars and continuing education courses on specific topics to gain further knowledge in key areas. And you can always draw on the expertise of our established network of experts, using the guidance of professionals in the field to increase your understanding and practical experience.