Want a more personalized approach to supporting your clients?
We help you develop stronger relationships and deliver the experience your clients deserve.
Build stronger client connections with expanded offerings.
At Cetera Wealth Partners, we make your clients’ ambitions possible. Our financial professionals utilize the expertise of our specialty planning teams to stay primed with quality guidance and swift solutions. With each step, we help you deliver security, transparency, and support, strengthening your client relationships.
Our goal is to help you elevate your clients’ online experience.
Keep your clients’ convenience a priority.
Build stronger client connections and expand your client offerings with our planning and communication tools that make accessibility and collaboration simple—for everyone.
Learn more about our consolidated account platform AdviceWorks®, retirement planning program Fit-to-Retire, MoneyGuidePro, and identity theft risk management program ID360.
Learn more about the teams and platforms that support you.
You can achieve more when you work together with Cetera Wealth Partners. We provide stability and back-office growth programs to enable peak performance from your team.
WHAT OUR ADVISORS ARE SAYING ABOUT US…
Having enjoyed growing and fine tuning my practice as a financial planner with the now Cetera Wealth Partners team since 2003, I sincerely believe that we are not losing our culture in this transition. I get to work with the great people that I have come to know, to love and to consider teammates, with the bonus of a fabulous line up of investment options and planning tools for me and my clients. The improvement in the client experience through the client portal is something that I have been wanting for a long time. I am looking forward to this new adventure!
Amy Luukko, CMFC®
Investment Advisor Representative
Founder, Joyful Wealth Planning
East Brookfield, Massachusetts