At EmVision Capital Advisors, based in Cleveland, Ohio, we specialize in wealth enhancement and preservation, as well as actively engaging in the mergers and acquisitions (M&A) side of the wealth management industry. Our recent strategic decision to partner with Commonwealth was not made lightly; it was the culmination of a rigorous evaluation process aimed at significantly enhancing our service offerings and operational efficiency.

The Need for Change in Broker-Dealer Relationships

The wealth management landscape is undergoing rapid transformation, highlighted by recent consolidations and acquisitions such as OSA’s internal consolidation and their acquisition of Lincoln Financial Advisors, along with LPL’s significant purchase of Atrium. These shifts represent more than just corporate restructuring—they offer pivotal opportunities for wealth managers and business owners to break from complacency, re-evaluate their partnerships, and seek enhancements that could elevate their business valuations and improve client services.

Why We Chose Commonwealth

After a thorough analysis of various broker-dealers, focusing on investment strategy agnosticism, service quality, attentiveness, and favorable payout structures—including transition assistance—Commonwealth emerged as the standout choice. Their track record of working with top AUM managers and their robust support system made them the perfect partner for us.

How This Partnership Enhances Our Capabilities

Our collaboration with Commonwealth has allowed us to develop a proprietary model integrated through Salesforce. This platform is not just a technological upgrade; it’s a strategic enhancement that allows our advisors to run their businesses more effectively, leveraging economies of scale and boosting enterprise value.

This partnership has significantly improved our ability to attract leading wealth managers and enhance the services we provide to our clients. It underscores our commitment to embracing industry-leading tools and partnerships that empower our team and improve our offerings.

We Invite You to Explore New Possibilities

If you're a wealth manager or a business owner in the wealth management sector, consider how a partnership like ours with Commonwealth could redefine your business and client relationships. We understand that switching broker-dealers is a major decision, often perceived as a daunting task, but it’s also a critical step toward positioning your business for sustained success.

At EmVision Capital Advisors, we are committed to supporting you through every stage of this process. We invite you to contact us directly to discuss how we can help transition your business smoothly and effectively.

Let's Connect

If you're a financial advisor contemplating retirement, or if you seek a firm that emphasizes personal connections and meticulous planning, I encourage you to reach out. Your legacy is our priority, and we are here to ensure it thrives.

For more information or to discuss how we can assist you, please contact us or schedule a meeting.

Michael Embrescia 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 a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. He can be reached at (330) 954-3770 or at info@emvisioncapital.com.

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.