For Advisors
Why Choose Us?
We know firsthand the advantages of going independent and owning your book of business. At Alcove, you can enhance client relationships and reach your full earning potential while leveraging our existing infrastructure.
For advisors nearing retirement, we provide a tailored transition plan that meets your needs and a supportive environment that meets the needs of your clients.
Culture
We work with people we like, both colleagues and clients, fostering a culture of respect and cooperation.
We act as a team, supporting each other and sharing in the success of our firm.
The client relationship is at the core of Alcove, and drives everything that we do.
Experience
We have over 40 years of combined experience working in both the wirehouse and independent channels.
We understand the complexities of running an advisory firm, and have a full suite of resources to help you transition to Alcove.
Support
We provide everything you need to have a successful transition and continue to thrive:
- Transition planning
- Marketing platform and website
- Business consulting
- Compliance
- Portfolio management
- Financial planning
Technology
We have a full technology suite that allows you to manage every aspect of your business:
- Discretionary trading platform
- Customized financial reports
- Wealthbox CRM
- eMoney Financial Planning software
