Manor House Management

At AssetMark, we understand the unique challenges faced by independent advisors like you. Your clients have placed their financial future in your hands, and you deserve the right tools and support to guide them toward success. As a trusted partner, we empower you to strengthen client relationships, scale your practice, and achieve meaningful outcomes.

Our Mission

Our mission is to provide independent advisors with compelling wealth management technology, personalized service, and insightful guidance to help them build successful and sustainable practices. We believe in leveraging technology to enhance client experiences, streamline workflows, and maximize efficiency.

Solutions Tailored to Your Needs

We offer a comprehensive suite of solutions designed to meet the diverse needs of independent advisors at every stage of their careers. Whether you're just starting out, navigating growth, or transitioning to a mature stage of your practice, we have solutions to support you.

Early Stage Advisors

• Adopt technology & streamline workflows: Save time and resources with user-friendly tools for client communication, portfolio management, and back-office automation.
• Focus on growth: Leverage our resources to build your client base, develop your expertise, and establish a strong foundation for success.

Growth Stage Advisors

• Scale your practice efficiently: Leverage robust reporting, analytical tools, and dedicated support to manage your growing client base and optimize performance.
• Strengthen client relationships: Build deeper connections with personalized reporting, comprehensive communications, and proactive guidance.

Mature Stage Advisors

• Optimize your wealth management process: Leverage comprehensive investment research, customized portfolio solutions, and our team of experienced consultants to refine your practice.
• Become an RIA: We simplify the process of transitioning to RIA status and empower you to manage client assets with greater autonomy.

Beyond the Solutions

At AssetMark, we go beyond just providing technology. Our team of experts is dedicated to supporting you every step of the way. We offer:

• Personalized consultations: Get tailored guidance on adopting technology, expanding your services, and overcoming unique industry challenges.
• Dedicated support: Experienced consultants and customer service specialists are available to address your questions, troubleshoot issues, and ensure your success.
• Customizable solutions: We work collaboratively with you to tailor our services to your specific needs and goals.

Empowering Your Financial Success

Partnering with AssetMark gives you access to the resources, support, and technology you need to achieve success as an independent advisor. Contact us today to learn how we can empower you to build a thriving financial planning practice.