BUILDING LONG-TERM RELATIONSHIPS TO DELIVER EXCEPTIONAL VALUE
Wentworth owns and operates broker-dealers in the United States. Wentworth is not a private equity fund; we have a long-term hold bias toward investments. The strategic intent of Wentworth is to acquire broker dealers and capture the economies of scale needed to service financial advisors in today’s technology-enabled regulatory environment.
We believe this strategy – coupled with our guiding philosophy of building exceptional long-term relationships with our advisors, their clients, and the custodian community – has positioned us an ideal destination for entrepreneurial advisors seeking to associate with a leading independent platform.
Learn more about our strategy here.
The Wentworth management team has extensive experience owning and operating broker dealers in the U.S., as well as a successful track record of investment banking and conducting other principal investing activities on behalf of institutional investors and family offices. Our senior management team has acted as producers and revenue generators in their careers – not just administrators or compliance professionals.
Our management team’s expertise in asset management, investment banking, and product marketing allows us to take a multi-dimensional approach to the wealth management business. By applying the informed perspectives that come from broad experience, we endeavor to build a world-class wealth management platform that not only values our advisors, but delivers unique value to their clients.