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It's a question you may be asking yourself, and one that more and more advisors are asking today. Changes in ownership and culture at many brokerage houses in recent years have certainly made the potential opportunities an independent practice can offer more attractive.

And it’s more than just higher payouts. The wider range of products and marketing resources and the technology and support available at independent firms today is unparalleled. If you’re concerned about taking more control over your practice, it’s never been easier to make the move to independence.

But is it the right choice for you? It’s a question only you can answer, and a decision you can reach only after exploring where you want to go in your career. Do you prefer to remain an employee advisor? Or would you like to build your own business, creating a saleable asset or a lasting legacy for your heirs?

You’ll also need the right partner, one who can help you take your business to the next level while ensuring you stay competitive and successful well into the future.

Use the following pages to discover why Wealthbrook is that partner.


To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

“From a fundamental perspective, independent advisors are in a more competitive position by virtue of their independence. You are free from corporate agendas and can operate your practice in the way that is best for your clients.”
– Steve Cassaday, President,
Cassaday & Company, Inc.