At Assante, we provide everything you need to advise your clients in the way you prefer. In fact, we have made it our mission to provide the best technology, tools, services, products and team in the industry to help support you in delivering the valuable advice and exceptional experience each of your clients deserve.
I used to be reluctant to discuss wealth planning with my clients because I didn't think I had the time to handle complex situations. Today, I am fully prepared. Now I have the time, the confidence and the resources backing me to connect with clients and assist them with a full range of their needs. I am supported by an accountant, lawyer and other Wealth Planning Group professionals and they provide me with their expertise on how to tackle often complicated financial and estate planning issues.
Assante offers everything you need to provide comprehensive wealth management services to your clients.
Assante offers the products and support you need to help your clients achieve their goals.
We provide the support advisors need to grow