Business Transition Services

When you’re ready to make the move to SSG, let our Business Transition Services do the heavy lifting for you.

Working with hundreds of independent RIAs has given our team the expertise, infrastructure and technology to get you up and running quickly with SSG.

Access our Business Transition Services and we provide:

  • Signature-ready client documents delivered to you or your clients
  • Analysis of your current holdings, account registrations and account features
  • Transition project management with on-going transfer tracking
  • Training on SSG systems, forms and services

SSG Has Been There Since Day One

My firm is committed to providing personalized wealth management and planning services for every client relationship that is free from conflicts of interest. SSG has been there for us since day one as a key operational and strategic partner in helping us best serve our clients and grow our firm.

Matt Krusko

Ready for Excellent Support with Personalized Attention from Your Custodian?

Contact Us Today