Our team environment centers around education and collaboration, especially the open sharing of knowledge and experiences. As a Transcendent advisor, you’ll have access to customized coaching to grow your business and network, no matter where you are located. Join our powerful and caring full-service OSJ and advisory firm community with cutting-edge resources to set every advisor on a path towards success.
Our partnership with Cetera gives us various marketing resources to grow your business, from email campaigns to social media and web content. These tools and resources give you the opportunity to connect with and engage your clients while streamlining your workload. You can easily communicate and improve connections with your clients with the user-friendly interface.
Our goal is to provide you with dependable and effective technology solutions that seamlessly integrate in with your business to reduce your workflow burden. We want to provide every advisor with personalized training to help minimize operational expenses and deliver exceptional service to your clients.
Improve outcomes for your clients using our powerful tools to monitor portfolio performance, analyze key indicators, and track market trends to stay competitive in a dynamic market. The available data and metrics empowers you to stay updated and make decisions that can improve outcomes for your clients, whether you're evaluating broader economic trends or performance across various asset classes.
Joining our Transcendent team gives you unique access to all the tools and resources you need to stay supported as you grow your independent advisory practice.
Cultivate and manage high-performing teams with our wide array of services.
Includes portfolio management, transactions, reporting, and analytics, giving you more time to focus on growing your network.
We want to help you implement the best practices that deliver exceptional value to your clients.
Streamline the onboarding process and enhance your client experience with our holistic support and training.
Stay on the right side of regulation with supervisory teams that always endeavor to say “Yes, and here’s how.”
Leverage exclusive, automatable marketing plans tailored to multiple demographics that make outreach as easy as flipping a switch.
From fund selection to asset-allocation guidance to ready-made portfolios, we can help you solve for any client goal.
Our in-house team of highly credentialed legal and tax specialists can help you solve clients’ most intricate needs.
We offer a unique connected approach that guides clients and advisors towards long-term success.
We’re here to guide you through life’s financial complexities, no matter what that may be.
Learn more about how our proactive approach can help you set you up for long-term financial success.