Keep Your Independence Alive.
Worried about restrictive policies, impersonal back-office support, or losing relationships built over years? Wealth Effects offers a better option.
With Commonwealth’s acquisition by LPL Financial, you face critical decisions impacting your practice, clients, and independence. You deserve clarity, personalized service, and a smooth transition — not restrictions and uncertainty.
Why Choose
Wealth Effects?
Keep your valued relationships, personalized service, and freedom.
Operate your practice without OSJ or affiliation restrictions.
Reduct administrative tasks with streamlined workflows.
Powerful technology stack: Salesforce, eMoney, Nitrogen - integrated to simplify your practice.
Dedicated back-office team who knows your practice personally.
