$109M Wealth Planning Practice Joins WealthSource
SAN LUIS OBISPO, Calif.--(BUSINESS WIRE)--May 6, 2021--
WealthSource Partners today welcomes advisors David Baysinger, CPA/CFP®, Kelly Elsensohn, CPA/CFP®, and their $109 million wealth planning practice, to the team. Based in Castle Rock, CO, Baysinger and Elsensohn will continue serving their 44 clients, including 29 high-net-worth families, across the U.S with comprehensive wealth management services, now as WealthSource advisors.
Baysinger and Elsensohn chose WealthSource because of its strong infrastructure, and were keen to take advantage of WealthSource’s robust practice management and marketing platform, the Advisor Platform Management Office (AdvisorPMO). The platform is designed to enable financial advisors to off-load back-office tasks and free up time to focus on their niche and the unique elements of their practice. Serving partners and other high-level employees at large accounting firms, Baysinger and Elsensohn thought WealthSource was the right partner to help them scale their unique service offering.
“A choice as important as this cannot be made hastily, without consideration for clients or our future growth as an advisory practice,” said Baysinger. “With WealthSource, we found a team with an advisor-first mindset that has walked in our shoes. Couple that with the tangible resources and support, and suffice to say we’re positive we made the right choice for our clients and for ourselves.”
“At WealthSource, the integrated systems, infrastructure and resources we have at our disposal gives us everything we require to serve the complex needs of our clients,” added Elsensohn. “The flexibility that WealthSource provides enables us to implement and execute personalized services for each client.”
Joining WealthSource has given Baysinger and Elsensohn the opportunity to deliver a greater depth of service to their clients, while also establishing focused marketing strategies that highlight their key differentiators.
“We strive to provide advisors with everything they need to continue to focus on the elements of their business that have made them successful,” said Jon Dubravac, Chief Business Development Officer, WealthSource. “We’re thrilled that David and Kelly chose WealthSource, and we look forward to helping them achieve their growth ambitions on their terms.”
Moving their 4-person team under the WealthSource umbrella frees up Baysinger and Elsensohn to further simplify their clients’ financial lives and take as much off their plates as possible. Starting with financial planning, Baysinger and Elsensohn establish deep relationships with each client and will regularly partner with their attorneys to solve complex tax and estate planning challenges, while often adhering to strict regulations when managing client investments due to their employers.
Interested in having a conversation about joining the fast-growing WealthSource team? Don’t hesitate to send a confidential email to Jon Dubravac ( firstname.lastname@example.org ).
WealthSource Partners is a full-service, national, independent registered investment advisory firm. The firm’s partnered independence platform serves entrepreneurial advisors who are eager to grow, and to do so on their own terms. Supported by an experienced practice management, marketing and operations team, WealthSource Partners empowers advisors to focus on their niche and the unique elements of their practice. Through the Advisor Platform Management Office (AdvisorPMO), WealthSource’s robust practice management and marketing platform, advisors can simplify their day-to-day and offload non-client-facing activities to spend more time serving clients and engaging prospects. For more information on what WealthSource is building, please visit wealthsource.com or contact us at email@example.com.
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SOURCE: WealthSource Partners
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PUB: 05/06/2021 12:09 PM/DISC: 05/06/2021 12:09 PM