In our industry, most firms are offering advisors one of two things: independence and autonomy or tools and resources. What if you could have the best of both worlds? Meaning, the control and flexibility to run and own your business and work with clients your way, while leveraging a platform of industry-leading tools, technology, and resources that help you provide a comprehensive client experience. Our goal is to help you grow your business, while saving time and money.

Crux was built by people just like you – Financial Advisors. We understand the resources you need to run an efficient and profitable business because the executives of our company continue to work with clients. We are committed to our advisors and their clients because their success is our success.

WHY ADVISORS PARTNER

WITH CRUX

THE CRUX DIFFERENCE
Whether you are looking for a succession plan to provide continuity for your clients, employees and family or want to maintain independence and run your business indefinitely, there are four common reasons amongst a host of many others why advisors choose to partner with CRUX.

THE CRUX

EXPERIENCE

A Unique Approach.

Whether you are an advisor or a client, the culture of the company you work with matters. We wake up with one mission in mind – enhancing our advisor and client experience. We do this by letting our core principles guide our decision-making process each and every day.

EXPERIENCE – THIS IS NOT OUR FIRST RODEO.
In more than a decade of recruiting, we have completed a variety of deals including immediate sales, partial sales, long-term buyouts, and affiliations. Our M&A experience helps advisors feel confident that their practice, along with their clients and employees are in good hands. We have moved advisors from a variety of independents, major wirehouses, regionals and banks including Morgan Stanley, UBS, Bank of America, Wells Fargo, LPL, Ameriprise, Edward Jones, Securities America, Charles Schwab, Lincoln Financial and USA Financial.
PERSONALIZED APPROACH – YOUR PRACTICE. YOUR TERMS.
You know the saying about square pegs and round holes – they don’t fit. Our industry is full of companies trying to recruit advisors to join their firm. The issue is very few companies take the time to understand what matters most to you. Our competition – regional managers, recruiters, search firms – approach each deal as a transaction and will do anything to “land a recruit,” including making promises they can’t keep. Our approach is different; we are 100% committed to understanding your needs and goals. From there, we design a customized plan that offers flexible terms, deal structure, and timeframe. We view this as a long-term relationship because we are going to work alongside you and stand by the commitments we make.
COMPENSATION – MONEY MATTERS.
Let’s face it, money matters. If you’re considering selling your business, you need a partner that is willing to provide an attractive valuation and flexible terms. If you are looking to affiliate, transition money and net payout have to be part of your considerations. The good news – our valuations and payouts are extremely attractive.
TOOLS AND RESOURCES – INDEPENDENCE…WITH BENEFITS.
All entrepreneurs, including advisors, seek control and independence. So why is it so many advisors have yet to “breakaway”? The simple reason is running an independent business is hard. It requires an incredible investment of time and money to build and operate, which could take you away from the reason you became an advisor – to help clients. Our extensive solutions offer industry-leading business and client resources including full-service HR, outsourced compliance and business management along with turnkey systems for investment management, financial planning and marketing all on a fully integrated technology platform.
WHO WE SERVE

Wherever you are along your journey to independence or succession,
we’ve got the personal support and custom solutions you need to take you there.

INDEPENDENT SUCCESSION

You’ve spent years building your business then the unexpected happens, Do you have a Succession Plan firmly in place? Most advisors don’t.

EMPLOYEE SUCCESSION

Succession is not something you figure out at the end of the journey; it is never too early to have a plan as it is an essential part of client service.

EMPLOYEE AFFILIATION

It’s your business, we think you should decide how to run it. We offer you support, freedom and the flexibility to build your business as you see fit.

TOOLS & RESOURCES
BUSINESS RESOURCES – SAVE TIME & MONEY

HUMAN RESOURCES →

Payroll, Hiring & Training, Policies & Procedures, Business Structure & Operating Activities, Employment Agreements, M&A Contracts. Business Insurance (Errors & Omissions, General Liability, Personal Property, Workers Compensation

COMPLIANCE →

Audits, Suitability, Outside Business Activities, Advertising & Correspondence, Licensing & Registration

FINANCIAL MANAGEMENT →

Bookkeeping, Accounting, Projections, Profit & Loss Management

TRANSITION SUPPORT →

Strategy Development & Timeline Management, Ticker Review & Product Portability, Transition Consultant, On-site Coaching, ACAT Reimbursement

TECHNOLOGY →

Fully Integrated Technology Platform, Flexibility for Third Party Tools

REAL ESTATE →

Survey of Available Space, RFP's, Leased Negotiations, Office Buildouts and Setup
CLIENT RESOURCES – SCALABLE SOLUTIONS

CLIENT EXPERIENCE

INVESTEMENT MANAGEMENT

FINANCIAL PLANNING

MARKETING & BRANDING

insights

Through the bonds of long and lasting relationships, we enjoy the freedom to encourage, inspire and guide our clients.
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Crux Wealth Advisors is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. Crux Wealth Advisors renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Past performance is not indicative of future results.

Investment Advisory Services offered through Crux Wealth Advisors, LLC. Securities offered through Arete Wealth Management, LLC, members FINRA and SIPC.

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