--- title: "EmVision's Dedicated Support for Advisor Succession: Ensuring Your Legacy Continues" description: Discover insights from seasoned wealth advisor Dennis Spontarelli and learn how EmVision supports advisors' succession and growth. image: https://blog.emvisioncapital.com/hubfs/Dennis%20Spontarelli%20Knowledge%20Vault%20Blog.png --- Menu [Investor 360 Client Portal](https://signon.advisor360.com/as/authorization.oauth2?response_type=code&access_token_manager_id=jwt&AuthParam=SQL&client_id=Investor360&pfidpadapterid=i360Idpadapterid&isI360=true&redirect_uri=https://www.investor360.com/Login/login&state=null) [** ](https://www.facebook.com/EmVisionCapitalAdvisors/) [** ](https://www.linkedin.com/company/emvision-capital-advisors/) [** ](mailto:info@emvisioncapital.com) [ (330) 954-3770 ](tel:3309543770) # [![EmVision Capital Advisors](https://blog.emvisioncapital.com/hubfs/raw_assets/public/EmVisionCapitalAdvisors_August2022/images/36-layers.svg "EmVision Capital Advisors")](https://emvisioncapital.com/) # EmVision's Dedicated Support for Advisor Succession: Ensuring Your Legacy Continues * Published by James Artale * EmVision Capital Advisors stands out in the financial management landscape not just for its growth but for its commitment to supporting both new and seasoned advisors. This is epitomized by our recent collaboration with Dennis Spontarelli, a seasoned financial advisor, to ensure a strategic and effective [succession planning](https://advisors.emvisioncapital.com/) process. "As I approach [retirement](https://emvisioncapital.com/blogs/paying-for-your-retirement/), I knew that joining EmVision was the best decision for the continuity of care for my clients and the longevity of my practice," remarked Dennis Spontarelli, a wealth advisor, EmVision. "The team's dedication to integrity and professionalism assures me that my clients will continue receiving top-tier service even after I retire. It’s crucial for my clients to be actively involved during this transition period to build trust and ensure comfort before I finalize my retirement plans." Bringing nearly three decades of experience and a substantial client base, Spontarelli's career began at Raymond James Financial Inc. in 1994, and he became an independent advisor in 1997. His qualifications include Series 7, 65, and 63 Securities Registrations with LPL Financial, along with an Ohio Department of Insurance License. "We are privileged to have Dennis join our team and provide him with a framework for retirement that he trusts," said Michael Embrescia, President and CEO, EmVision. "Our goal is to assist other advisors in similar situations by offering acquisition and transition services that maintain the high standards our advisors set." ## **Strategic Growth and Partner Opportunities at EmVision ** In recent years, our CEO Michael Embrescia has pivoted towards enhancing our support structure for advisors. EmVision has developed robust systems to aid advisors and their clients in achieving their goals, marrying technology with our accumulated expertise to foster a supportive environment. This includes a two-part system designed to facilitate seamless acquisitions and transitions for advisors like Spontarelli, coupled with a comprehensive data warehouse and resource hub for our strategic partners. "Our partners can leverage our well-established systems and processes instead of starting from scratch, allowing them to see immediate benefits and improved profit margins," Embrescia added. ## **Comprehensive Advisor Support Services** Beyond succession planning, EmVision offers a range of services to ensure advisors can provide comprehensive support to their clients, including: - [Wealth management](https://emvisioncapital.com/wealth-management/) - [Retirement planning](https://emvisioncapital.com/retirement-planning/) - [Estate planning](https://emvisioncapital.com/estate-planning/)  - [Family planning](https://emvisioncapital.com/family-planning/) - [Insurance planning](https://emvisioncapital.com/insurance-planning/) and more.  ## **Interested in Learning More?** We’d love to help you achieve your goals and share more about our acquisitions, strategic partnerships, and investor services.  If you’re considering your own retirement or looking to ensure your clients are well taken care of, let’s discuss how EmVision can facilitate your transition. [Contact us today](https://advisors.emvisioncapital.com/contact) to explore strategic partnerships and acquisition opportunities tailored to your needs!   James Artale is a financial advisor located at **EmVision Capital Advisors, 251 W. Garfield Rd. ​Suite 155 Aurora, OH 44202**. He offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. He can be reached at [(330) 954-3770](tel:3309543770) or at [info@emvisioncapital.com](mailto:info@emvisioncapital.com).   #### SHARE [**](https://www.facebook.com/sharer/sharer.php?u=https://blog.emvisioncapital.com/vault/emvisions-dedicated-support-for-advisor-succession-ensuring-your-legacy-continues&src=sdkpreparse) #### EmVisionblog ## welcome [![Bill Adams Joins EmVision](https://blog.emvisioncapital.com/hubfs/Bill%20Adams%20Image.png) ###### Bill Adams Joins EmVision: A Strategic Fit for Advisors Planning Retirement Transitions Bill Adams, a seasoned wealth advisor, recently made the decision to join EmVision Capital Advisors, drawn by the firm's commitment to ethical practices, growth opportunities, and its distinctive business model. "EmVision's approach to business,... ![EmvisionCapital](https://blog.emvisioncapital.com/hubfs/raw_assets/public/EmVisionCapitalAdvisors_August2022/images/36-layers-1.svg) ](https://blog.emvisioncapital.com/vault/bill-adams-joins-emvision-a-strategic-fit-for-advisors-planning-retirement-transitions) [![Jim Zidd Joins EmVision](https://blog.emvisioncapital.com/hubfs/Jim%20Zidd%20Blog%20Post.png) ###### Jim Zidd Joins EmVision: Enhancing Advisor Succession Planning with Comprehensive Benefits Expertise Jim Zidd's recent addition to the EmVision Capital Advisors team as a Wealth Advisor is part of our strategic initiative to enhance the support and services we offer to advisors planning their retirement transitions. "After extensive discussions... ![EmvisionCapital](https://blog.emvisioncapital.com/hubfs/raw_assets/public/EmVisionCapitalAdvisors_August2022/images/36-layers-1.svg) ](https://blog.emvisioncapital.com/vault/jim-zidd-joins-emvision-enhancing-advisor-succession-planning-with-comprehensive-benefits-expertise) [![EmVision's Partner Ranked #1 by J.D. Power for the 11th Year: How It Benefits You](https://blog.emvisioncapital.com/hubfs/J.D.%20Power%20Ranking_900w.jpg) ###### EmVision's Partner Commonwealth Ranked #1 by J.D. Power For The 11th Year: Why It Matters to Advisors Like You At EmVision Capital Advisors, we are proud to announce that Commonwealth, our broker-dealer, has once again been ranked #1 in Independent Advisor Satisfaction among investment firms in the J.D. Power 2024 U.S. Financial Advisor Satisfaction Study.... ![EmvisionCapital](https://blog.emvisioncapital.com/hubfs/raw_assets/public/EmVisionCapitalAdvisors_August2022/images/36-layers-1.svg) ](https://blog.emvisioncapital.com/vault/emvisions-partner-commonwealth-ranked-1-by-j.d.-power-for-the-11th-year-why-it-matters-to-advisors-like-you) [![Icon_feather-phone](https://blog.emvisioncapital.com/hubfs/Icon_feather-phone.svg) (330) 954-3770 ](tel:3309543770) [![Mail](https://blog.emvisioncapital.com/hubfs/Icon_material-mail-outline.svg) info@emvisioncapital.com ](mailto:info@emvisioncapital.com) ![Location](https://blog.emvisioncapital.com/hubfs/Icon_material-place.svg) 251 W. Garfield Rd. ​Suite 155 Aurora · OH · 44202 ![Location](https://blog.emvisioncapital.com/hubfs/Icon_material-place.svg) 1954 Hubbard Rd. Madison · OH · 44057 ## Contact us [![Brokercheck_Logo](https://blog.emvisioncapital.com/hs-fs/hubfs/Imported%20sitepage%20images/Brokercheck_Logo.png?width=119&name=Brokercheck_Logo.png "Brokercheck_Logo")](https://content.commonwealth.com/repsitecontent/Form-CRS-Online.pdf) [![riskalyze_0](https://blog.emvisioncapital.com/hs-fs/hubfs/Imported%20sitepage%20images/riskalyze_0.png?width=86&name=riskalyze_0.png "riskalyze_0")](https://brokercheck.finra.org/?ref=forexcuratorcom%20%20) [![investor360-logo](https://blog.emvisioncapital.com/hs-fs/hubfs/Imported%20sitepage%20images/investor360-logo.png?width=119&name=investor360-logo.png "investor360-logo")](https://emvisioncapital.com/riskalyze-web/) ###### [Form CRS: Client Relationship Summary](https://content.commonwealth.com/repsitecontent/Form-CRS-Online.pdf) Securities and advisory services offered through Commonwealth Financial Network®, member [FINRA](http://www.finra.org/)/[SIPC](http://www.sipc.org/), a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. This communication is strictly intended for individuals residing in the states of OH, AZ, CA, CO, DC, FL, LA, MD, MI, MS, NM, OR, PA, SC, SD, TX, VA, AL, HI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html. Copyright © 2022 EmVision Capital Advisors. 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