What are advisors saying about going independent?
"All our pre-transition conversations with the Gladstone team gave us overwhelming confidence we would execute a successful transition."
Duncan Kelm - Managing Partner, Arrow Point Wealth Management
“Knowing the risks of striking out on my own held me back for a long time. Once I took that first step, though, I knew it was going to be okay.”
Darin Pilacinski - CMFC, True Vision Financial Advisors, Minnesota
“I continue to be grateful to be in a place where I can invest for and take care of my clients as a fiduciary and am part of a fantastic team!”
Ray Gutowski, CMFC® CRPC® - Private Wealth Advisor at Pinnacle Wealth Management, Rhode Island