Wondering what it’s like to change firms or launch an RIA with our team of transition consultants?
Let our clients tell you.
We share their journeys through our Transition Success Stories.
Doug Moss wanted something different than what he was getting from his broker-dealer. But, like many financial advisors, he didn’t know where to start.
Paul Romo was feeling limited by his former broker-dealer. Check out how Vantage Impact put his mind at ease throughout the transition process.
Financial advisor, Ryan Weise, was looking for a 'unicorn' firm - read more about how Vantage Impact helped him find the right fit.
Financial advisor, Nannette Kamien, realized she needed to make a change - read more about how Vantage Impact helped her find the right fit.