Wealth Management

Establish your clients' financial legacies with clarity and confidence. Position your business as the source of trusted, unbiased wealth management advice.

Advisory Solutions

Whether you’re transitioning to fee-based and want to obtain necessary licensing, or you’re looking to ensure the best positioning for your practice, we can help package and communicate your approach. To simplify your advisory business, all of our offerings are accessible on a single technology platform.

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Investment Research

Gain access to leading investment research, advanced portfolio construction, and market commentary. Tower Square Investment Management you with the tools, resources and insights to help investors pursue their goals and carefully manage risk.

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Insurance Services

Grow your insurance business by uncovering untapped opportunities with existing clients or new prospects. Our extensive lineup covers a wide range of risk-management needs backed by the expertise and marketing savvy of our in-house insurance services team.

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Retirement Plan Solutions

Identify retirement plan opportunities and grow your practice using an exclusive online platform. Our in-house team of retirement practice consultants works with an affiliated third-party administrator to offer multiple services to support your retirement plan business.

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Advanced Planning Group

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Tax & Legal Updates

Interact with our team of credentialed legal and tax professionals, who keep you informed on tax code changes and legislative updates.

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Wealth Transfer Strategies

Get expert guidance for estate preservation and legacy planning, revocable and irrevocable trusts, charitable giving, wealth replacement, intra-family transfers and gifting.

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Succession Planning

Discover ways to help your business clients with buy-sell agreements, employee fringe benefits, split-dollar arrangements, non-qualified deferred compensation plans, and key person insurance.