• info@route20wealthmanagement.com
  • 401 East Las Olas Boulevard, Suite
    1400, Fort Lauderdale, Florida 33301

Redefining Wealth Management

Transforming wealth management with independent advisors and unparalleled client services.

Mission-driven Independence

Fostering advisor autonomy through comprehensive back-office support for financial success.

Pioneering the Future of Finance

Leading the industry by blending innovation, expertise, and a commitment to independence.
About us

Introduction

At Route 20 Private Wealth, we don’t just manage assets, we cultivate lasting legacies. 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

Tailored Financial Solutions

Tailored Financial Strategies

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.

Tailored Support for Autonomy

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.

Cutting-edge Technological Solutions

Software and Platform Highlights

Client Reporting and Billing

Experience efficiency at its best with our sophisticated client reporting and billing software. Designed for accuracy and ease of use, our system ensures that your financial reports are comprehensive and your billing process is seamless

Compliance Management

Navigate the regulatory landscape confidently with our compliance management tools. Stay ahead of the curve with automated updates, proactive risk management strategies, and a user-friendly interface.

Cost Reduction Advantage

By joining Route 20 Private Wealth, independent advisors benefit from significant cost reductions in software expenses. Our collective bargaining power means access to premium tools at a fraction of the cost, enhancing your profitability.

Integration and Customization

Our software solutions are not only robust but also highly customizable. They integrate seamlessly with a variety of platforms, ensuring a smooth transition and continuity in your business operations.
Empowering Your Career in Wealth Management

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.

Streamlined Access to Financial Insights

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.

Blog

Hello & welcome Let us tell you our story!

Stay informed with our latest insights. From market trends to wealth management tips, our blog is a treasure trove of knowledge.

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