Estate planning platform Wealth.com announced a strategic partnership with Cetera Financial Group.
Through this partnership, more than 12,000 financial professionals in the Cetera network will gain access to Wealth.com’s estate planning technology and resources. It is set to expand the tools, expertise, and resources needed to help client preserve wealth at a time when trillions of dollars move through generations.
“Financial advisors today are expected to provide more comprehensive guidance than ever before, and estate planning is a critical component of that responsibility,” said Tim White, co-founder and chief growth officer of Wealth.com. “Cetera recognizes that modern advisors need the right tools to help clients navigate the complexities of wealth transfer and legacy planning. We are proud to partner with Cetera to deliver an estate planning solution that not only streamlines the process but also deepens client relationships and enhances the value advisors provide.”
Cetera has $545 billion in assets under administration (AUA) and $235 billion in assets under management (AUM).
Wealth.com’s modern platform helps advisors address every step of their clients’ estate planning journeys, while providing coverage across U.S. jurisdictions.
Wealth.com and Cetera will be hosting a webinar on May 1st at 1:00 p.m. ET to discuss how this partnership enhances estate planning for advisors. Speakers from Wealth.com and Cetera will share insights on integrating estate planning into holistic wealth management.
SEE ALSO:
Cetera Financial Group CEO to Retire at Year-End 2024
Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.