SAN LUIS OBISPO, Calif.--(BUSINESS WIRE)--Today, WealthSource Partners announced that it has welcomed Scott “Scotty” McManus to the firm as an Independent Wealth Advisor. McManus has joined the firm’s Advisor Network that will allow him and his employees to deliver advice and investment management by leveraging WealthSource’s institutional-level platforms and resources. WealthSource now has 17 offices nationwide, counts more than $1.6 billion in assets under management, and 31 financial advisors supporting over 1,700 families across the country.
McManus, most recently a financial advisor with Edward Jones, serves approximately 50 households composed of retired individuals and families, executives, and business owners, as well as younger families gearing up for their financial futures with an eye toward long-term planning and investing. McManus and his team provide clients financial planning, insurance planning, and investment management.
“With more than 20 years of industry experience in my rearview mirror, and lots of road ahead, I knew I needed a partner who aligned with my culture and values. As I anticipate the future of our industry, I realized that WealthSource’s approach toward growth, practice management, marketing, and investing was aligned with my own,” said Scott McManus, CFP®, CPA. “WealthSource’s solutions and support will allow me to focus on why I entered this industry in the first place: to improve the financial lives within our intimate community of Cayucos.”
WealthSource offers what it believes is an attractive destination for advisors seeking a new home. By centralizing practice management, providing dedicated in-house marketing support, offering coaching, and enabling advisors to offload non-client-facing activities, WealthSource helps advisors achieve desired outcomes and growth on their terms.
“Our charge is to create the top destination for advisors that want to deliver an innovative client experience that aligns their fiduciary duty with the needs of the families they serve,” said Jon Dubravac, Chief Business Development Officer, WealthSource. “Our model, and the flexibility that it offers advisors seeking a new path via a scalable platform, is supported by a leadership team with a laser-focused approach that centers on operational disciplines, future-ready marketing initiatives, and a customized investment platform led by dedicated professionals. We’re excited to help Scotty and his team serve the needs of their existing and new clients.”
WealthSource Partners is a full-service, national independent registered investment advisory firm. The firm’s partnered independence platform serves entrepreneurial advisors who are eager to grow and to do so on their own terms. Supported by an experienced practice management, marketing and operations team, WealthSource Partners empowers advisors to focus on their niche and the unique elements of their practice. Through the Advisor Platform Management Office (AdvisorPMO), WealthSource’s robust practice management and marketing platform, advisors can simplify their day-to-day and offload non-client-facing activities to spend more time serving clients and engaging prospects. For more information on what WealthSource is building, please visit wealthsource.com or contact us at firstname.lastname@example.org.