Uniting Wealth Partners Welcomes Rochester, NY-based, $235M AUM* Team
Uniting Wealth Partners (UWP), a revolutionary RIA succession incubator backed by Wealth Advisor Growth Network (WAGN), today announces that Rick and Alecia Dougherty have brought their Rochester, NY-based, $235M AUM* practice to the firm.
Industry Veterans Launch Uniting Wealth Partners, a Revolutionary RIA Model that Redefines Advisor Ownership and Succession Planning
A team of industry and advisor veterans today announced the launch of Uniting Wealth Partners (UWP), a revolutionary RIA Succession Incubator backed by Wealth Advisor Growth Network (WAGN), for advisors who want to maximize the value of their life’s work. Amid the record-breaking M&A activity in the RIA space, UWP’s model was intentionally designed to sell to an institutional buyer in the next three to five years.
