530 E. Southlake Blvd.
A Powerful Network To Connect To
At Farpointe Wealth Partners your voice matters. We are a tightly connected network of like-minded professionals with advisor representation on our Board to make your voice heard. We aren’t just another provider; our sole purpose is to support every aspect of your practice.
Navigating an Uncertain Future
Change can happen so fast and often that you no longer feel supported in the direction you want to go. Don't underestimate the value of having a strong advocate on your side. At Farpointe, we offer a clear strategic roadmap and the expertise to ensure that you can compete and win in the post-fiduciary world.
Isn't it Time You Got to the Pointe
Are you ready to find out more? If so, contact us to schedule a consultation to discuss how Farpointe can unlock the hidden growth potential of your business.
We will help you create and execute on a strategic plan with assessment, performance indicators and measurable objectives in five key areas.
We help you implement best practices to optimize your client experience, incorporating a best-in-class suite of technology platforms to streamline your operations and create additional capacity to drive growth.
We use cutting-edge valuation tools and the Legacy Builder business continuity program to value and protect your business.
The Farpointe culture and community is the core element in continuously delivering value to our advisors. We have found that connecting like-minded advisors with one another to share opportunities accelerates improvements and builds trust and comradery for the future.
The Farpointe Connection is a monthly meeting among Farpointe-affiliated advisors that includes updates from Farpointe leadership and from Cetera on new offerings and technology, as well as key updates and growth concepts. We feature a monthly advisor profile that focuses on best-practices of your Farpointe peers, and our Stronger Together forum for practice management solutions. This is in addition to other periodic Farpointe-sponsored events, like our proprietary M&A Academy.