Company Details
1792 Wealth Advisors guide clients in each critical financial moment. 1792 Wealth Advisors apply experienced perspective and skill to help them navigate capital markets, weigh their options objectively and move forward with confidence. Through personalized investment management built around the goals their clients find meaningful, the firm helps their clients balance preparing for tomorrow and enjoying all that life has to offer.
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Acquisition Model
Max Cash: 100%
1792 currently offers an all-cash deal structure, but they are actively working to create a path for partners to take equity as part of a deal. This will help to create alignment amongst all partners and build enterprise value.
Mandatory Points of Alignment
Advisors will be asked to centralize all back-office functions.
Advisors will be permitted to manage their own calendars.
P&L's will be segregated per local office.
1792's client experience is designed to provide a superior level of service to clients, but it is not mandatory for advisors to use.
1792 Wealth Advisors offers full assistance to partners and advisors regarding practice management, but it is not required.
1792 Wealth Advisors offers a range of investment management options for advisors, including the ability to fully manage and trade their own models.
Advisor Value Proposition
1792 is currently in the early stages of its life cycle and is open to opportunities for interested individuals to join the leadership team and committees. This presents a unique opportunity for those who are looking to be a part of a growing organization and have a significant impact on its future direction. By joining the leadership team or a committee, individuals can help shape the company's culture, strategy, and direction. This is an exciting time for 1792, and those who are interested in being a part of a dynamic and growing organization should consider exploring these opportunities.
1792 is in the process of hiring a para-planner to assist advisors.
Operations are centralized, allowing advisors to spend more time in client-facing activities.
1792 offers a comprehensive range of services for advisors to utilize. Advisors will have access to Qualified Plan Consulting and Advisory, as well as Risk Management through Personal Insurance solutions. In addition, 1792 provides Trust Services, Tax Planning, Estate Planning, and Exit Planning, ensuring clients receive support at every stage of their financial journey. To further enhance the client experience, 1792 also offers Private Banking services, including lending, deposits, and mortgages, along with dedicated Family Office services for clients seeking personalized financial oversight.
Raymond James' marketing department is available to 1792 at cost, providing a full monitoring system for social media. Additionally, 1792 has an outside marketing firm to assist in recruiting 1099 advisors. The firm is open to the idea of having a partner join with marketing expertise to further enhance their marketing capabilities.
1792 Wealth Advisors offers full assistance to partners and advisors. This includes helping partners define staff roles and responsibilities for their local office, as well as assisting with employee reviews and performance management. The firm also recommends a work week structure model for local offices and helps partners identify and implement strategic growth initiatives. Additionally, the practice management team helps partners define and manage their local offices toward specific KPIs.
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