Partner With Us!
Over the next decade, about $10 trillion will change hands when private businesses are sold.
Some of those sales will be by your clients. Most advisors watch from the sidelines.
Advisors who partner with us are an important part of the transaction. These advisors position themselves to capture the assets generated by the sale.
A partnership with us has other benefits.
We encourage you to do the same.
To speak to Woodbridge’s contact for financial advisors, please contact:
(203) 389-8400 x210
(215) 356-2079 Mobile
For more information about Solin Strategic, or its alliance with Woodbridge, please contact:
Complete this form to receive a free evaluation of your RIA business or your client’s business from Woodbridge International.
Our registered investment advisory clients are eager to demonstrate their value and expand the range of services they offer. Until now, they have not been involved in the largest transaction of their clients’ lives – the sale of their businesses. Our alliance with Woodbridge gives them entrée into these transactions and enhances their reputation as trusted, holistic financial advisors. — Dan Solin
Dan Solin and his team at Solin Strategic have a long track record of advocacy for the rights of investors and the benefit of using registered investment advisors. We look forward to working with Dan and serving the needs of registered investment advisors and their clients who are ready to sell their business. — Larry Reinharz
Woodbridge consistently produces satisfied clients. Here are a few testimonials.