WN Group Services


Your brand inspires loyalty from your clients by building a sense of personal connection and confidence.  Let The WN Group help build the framework to define your practice the way you want to be seen in the marketplace.  We have two branding options available depending on the size and structure of the advisory practice:

  1. Become a Wealth Navigation Advisor with a brand that has demonstrated sustained success in the fee-based asset management industry.
  2. Use your own brand to position your practice services and marketing. The WN Group has a website and marketing team ready to help you build your brand and grow your practice.


A powerful yet simple to use platform is paramount for advisors to maximize productivity and scale. The WN Group’s technology stack ensures advisors can work without limits with customized, tech-forward solutions.

Our open source lineup of strategic alternative investments, SMA’s and traditional model portfolios can be used and tailored to your client’s needs across a wide variety of asset allocations and disciplines.


The investment management industry is constantly evolving, and advisors need to adapt to exceed client expectations. The WN Group facilitates opportunities to learn new best practices, participate in trainings, attend seminars and other forums to keep you at the forefront of the ever-changing advisory landscape.

Operations & Compliance Support:

Keeping your practice in-line with regulatory compliance and maintaining operational efficiency consumes time and resources. Our experienced team of professionals administer all your Operations & Compliance needs, including the handling of cyber security, client data aggregation, trade blotters, books and records management, performance reporting, fee-billing, regulatory filings and more. We have defined systems and processes to ensure your time will be spent doing what you do best. Advising clients.