The Independent Advisor Solution
Who we are
The WN Group
Defined
The WN Group exists to serve the needs of elite and established investment advisors by providing best-in-class services that allow them to operate and serve clients in the most productive way possible. We handle everything from operations to branding. We make it easy to let our partners focus on doing what they do best.
Who We Partner With
Independent
Advisors
Advisors dissatisfied with the culture of large firms and are seeking a truly independent, fee-based solution for their practice.
Converting
Advisors
Advisors transitioning from commission-based to a fee-based practice in order to help build trust and strengthen client relationships.
Strategic
Advisors
Advisors in need of innovative client solutions to enhance their practice through best-in-class technology and access to strategic alternative investments.
The WN Group
What We Offer
The WN Group provides integrated services to facilitate 4 keys to Independent Advisor Success…
About Us
Founded in 2006 as a Fee-Based Advisory Firm, The WN Group is one of the pioneers in the fee-based asset management industry. We know what it takes to have a successful, truly independent practice and how to sustain that continued success.
Learn All About Our Team
Meet The Team
Adam Fisher
CEO
Scott Jones
COO | CCO
Schyler Calquin
Advisor Support Specialist
Kenadee Ferguson
Advisor Support Specialist
Ask Us Anything. anytime.
- 1148 West Legacy Crossing Blvd, Suite 300, Centerville 84104
- info@thewngroup.com
- 801-335-8200
