- 954-866-5204
- info@route20wealthmanagement.com
-
500 East Broward Boulevard Suite
1510 Fort Lauderdale, FL 33301
Redefining Wealth Management
Mission-driven Independence
Pioneering the Future of Finance
Introduction
At Route 20 Private Wealth, we don’t just manage assets, we cultivate lasting legacies. As a trailblazing Registered Investment Advisory (RIA) firm, we’re dedicated to empowering independent advisors with the tools they need to succeed and offering our high-net-worth clients a level of service that transcends expectations. Our mission is deeply embedded in nurturing financial autonomy and delivering robust back-office support that feels like an extension of your own team. With us, your vision and goals become our blueprint for success, ensuring a partnership that’s both personal and profound.
Core Values:
At Route 20, we believe in pioneering wealth management through innovation, personalized client relationships, and a non-herding investment approach. Our philosophy centers on aligning financial strategies with our clients’ values, aspirations, and long-term goals, ensuring a partnership that transcends traditional advisory services.
Our Mission:
Route 20’s mission is to redefine wealth management by offering bespoke, innovative financial solutions and unparalleled advisory services. Our commitment to education, transparency, and client empowerment guides our journey towards achieving financial prosperity and fulfillment for our clients and their families.
Route 20 Private Weath Group
Private Wealth Management for High Net Worth Individuals
Embark on a journey of tailored wealth management with Route 20 Private Wealth. Our dedicated team is committed to understanding your unique financial goals and crafting strategies that align with your vision.
Key Benefits
Your financial aspirations are unique. We offer customized investment solutions designed to match your risk profile and long-term objectives.
Secure your legacy with our comprehensive estate planning services. From trusts to wills, we ensure your wealth is preserved and passed on according to your wishes.
Maximize your wealth potential with our tax-efficient planning. We navigate the complexities of tax laws to optimize your financial outcomes.
Advisor Services for Independent Advisors
Join Route 20 Private Wealth and gain the freedom to grow your advisory practice. We provide the tools and support you need to succeed, allowing you to focus on what you do best – advising clients.
Key Benefits
Free yourself from administrative burdens. Our back-office services handle everything from compliance to billing, so you can concentrate on client relationships
Utilize our state-of-the-art technology for client management, reporting, and more. Our platform is designed to streamline your workflow and enhance client satisfaction.
Expand your business with our marketing and educational resources. We are committed to your professional growth and success.
Software and Platform Highlights
Client Reporting and Billing
Compliance Management
Cost Reduction Advantage
Integration and Customization
Join Our Diverse Team of Advisors
Diverse Backgrounds
At Route 20 Private Wealth, we value diversity in experience and perspective. Whether you're transitioning from a bank, warehouse, or another RIA, we offer a supportive environment where your expertise is respected and your independence is celebrated.
Advisor Empowerment
Our firm is built on the principle of empowering advisors. With Route 20, you'll have access to comprehensive resources, ongoing training, and a community of like-minded professionals. We are committed to helping you achieve your full potential.
Recruitment Process
Embark on your next career milestone with ease. Our recruitment process is transparent and supportive, designed to understand your goals and how we can align them with our collaborative culture.
Marketing and Client Acquisition
Our targeted marketing approach is designed to connect with high net worth individuals and advisors. We utilize powerful databases and an educational marketing strategy, including insightful webinars and comprehensive white papers.
Client Portal Access
Get ready for our comprehensive client portal, featuring a secure ‘Vault’ for your important documents. Stay tuned for a platform that simplifies and secures your financial management.
Hello & welcome Let us tell you our story!
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