Practice Management

Running a growing RIA practice requires more than just client management and investment and financial planning. It also requires a focus on the operational aspects: managing staff, complying with regulations, marketing, and managing your P&L.

To help you successfully grow, SSG’s Advisor’s Advantage program gives you access to industry-leading providers at preferred pricing.

  • Business services advisors need to run their practices, with access to many vendors at discounted rates
  • Compliance services
  • Software and technology
  • E&O insurance
  • Research
  • Marketing and communications

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