Setting up with Ensemble Team was really fast and easy. my clients are really benefiting from the additional service offerings and the recurring revenue stream has great Long term upside.
Andy Y., CPA - Managing Partner
About Us
How It Works.
How It Works.
How It Works.
- Ensemble Team, vets, engages and coordinates Financial Advisors for your clients. We can use the Financial Advisors you currently work with or you can work with Advisors we already have on platform.
- Provide financial literacy and education to your clients on a recurring basis.
- Use our advanced planning tools to give your clients new customized analysis and reports
- We handle the compliance, logistics, marketing, and accounting.
- We only earn our fee when we all succeed - our goal is to minimize risk and truly find win-win-win solutions.
Why Ensemble.
How It Works.
How It Works.
- We are the first company to help connect professionals from many disciplines with vetted financial advisors.
- We do all the heavy lifting to help you and and your firm add valuable services for your clients and tap into new revenue streams to enhance your firm value.
- We make it simple, safe, and efficient.
- Most importantly, we've been in your shoes. We were all professionals from various industries - we know what your clients need and how to help your firm grow.
Our Partners.
How It Works.
Our Partners.
- We work with one person firms all the way up to National Organizations.
- Our ultimate goal is to help your clients, enhance your relationships, and grow your bottom line.
- We are a Registered Investment Advisor and can work with a myriad of Professional Services
- We can work with complex structures and multiple moving parts
This is a fantastic service for any professional that wants to add a wealth management component to their practice without all the compliance, complexity, and capital. Best of all you can utilize advisors you already work with.
John P., CPA - Managing Shareholder
