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Redhawk Wealth Advisors, a Minneapolis-based platform for unbiased registered funding advisors with greater than $2 billion in cumulative property, has added Retirement Visions in West Hartford, Conn.
Based by President Jay Gershman in 2007, Retirement Visions is a retirement planning and wealth advisory apply with roughly 600 accounts and $245 million in managed property. The staff of 10—together with three advisors—affords three tiers of monetary planning providers and funding administration for people and households, in addition to company 401(okay) planning for small enterprise house owners.
Based on an announcement, Retirement Visions made the transfer from Securities America to leverage Redhawk’s “complete expertise stack, back-office providers and compliance,” which allowed the agency to transition accounts in a matter of months. It joined Securities America two years in the past after being affiliated with SSN Advisory, which was de-registered in 2020 after operating afoul of the U.S. Securities and Trade Fee for breach of fiduciary duties and failing to fulfill disclosure necessities.
“I needed to associate with a agency that would assist me develop my enterprise my means,” Gershman stated in a press release, calling Redhawk “a real fiduciary associate that has my finest curiosity in thoughts.”
“The first purpose I joined Redhawk was for the power and the liberty to provide my shoppers one of the best choices with respect to funding options, expertise and customer support,” he stated.
As a part of the partnership. Gershman is becoming a member of the platform’s advisory council to assist construct out advisor coaching and development assets out there to associate companies although its Redhawk College portal.
“Anybody who is aware of Jay is aware of of his passionate and artistic method to serving to shoppers,” stated Redhawk CEO Dan Hunt. “Jay has a singular method to serving to shoppers, households and companies, so we requested him to assist us help different advisors to develop their enterprise the identical means.”
Launched in 2008 and principally owned by Hunt, Redhawk is registered in 39 states and claims round $2 billion in property throughout greater than 30 associate companies providing monetary, retirement, legacy, insurance coverage and tax planning providers alongside funding administration that could be augmented by a proprietary Redhawk asset allocation course of dubbed Threat-Guard.
Different companies which have joined the platform’s ADV since early 2022 embrace Patton Monetary Group, Criterium Monetary Advisors and High Rank Advisors.
Redhawk advisors serve round than 2,168 shoppers, in line with a current Kind ADV submitting, together with particular person households; trusts and estates; charities, foundations and endowments; non-profits; retirement plans; captive insurance coverage corporations; and different companies.
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