Your Legacy Matters
Financial Advisors: are you looking to retire in the next 5 years? Do you have a succession plan in place?
The SWMG Advisor Retire Program™ helps financial advisors transition their practice smoothly, ensuring your clients continue to receive best-in-class advice while you maximize the value of the business you’ve built.
The Challenge
You’ve Spent Years Building Your Practice. What Happens Next?
For many financial advisors, planning for their own retirement is often the hardest plan to make. You’ve invested decades earning your clients’ trust — but finding the right exit strategy that honors your legacy and rewards your dedication can feel overwhelming.
The SWMG Advisor Retire Program™ was designed to make that decision easier… and more rewarding.
The Solution
Our program gives you the peace of mind that your clients will continue to receive personalized, fiduciary-level care while you step confidently into retirement.
Through our Advisor Retire Program™, you can:
Maximize the value of your business with a structured, fair, and transparent buyout.
Ensure client continuity with our experienced team of Certified Financial Planners™ and investment professionals.
Preserve your legacy by aligning your clients with a firm that shares your values and commitment to excellence.
Enjoy flexibility in your transition timeline — retire on your terms, at your pace.
How the Program Works
Step 1
Meet with Strittmatter Wealth to define your goals for your business and for how you would like to transition into retirement.
Step 2
We will analyze your business to define the best strategy to transfer clients and design a payout structure.
Step 3
Then, we will work with you to draft your Succession Plan for your business.
Step 4
Next, we will implement your Succession Plan to begin the process of your timeline to retirement.
Step 5
We will assign an financial advisor to begin to meet with your clients and create the relationships before you retire.
Step 6
Retirement: ime for you to enjoy! You are welcome to continue to work part time throughout your retirement years, if you so desire.
“The SWMG Advisor Retire Program™ is a unique opportunity for veteran advisors looking for a pathway to full or part-time retirement that allows them to successfully hand off their clients to a trusted source while receiving a highly competitive payout structure.”
Josh W. Strittmatter,
Chief Executive Officer and Chief Investment Officer
Benefits for your Business
SWMG Advisor Retire Program™ is uniquely positioned to help financial advisors create an exit strategy that will provide the best in class financial planning and investment advice to your clients while at the same time maximizing your payout when you are ready to retire.
Benefits for your Clients
At Strittmatter Wealth Management Group, we’ve built our reputation on integrity, expertise, and relationships that last. Our experienced team provides a personalized, white-glove experience for both you and your clients, ensuring a smooth transition that protects what matters most.
We’re not just acquiring practices; we’re continuing legacies.
SWMG is an independent, SEC Registered Investment Advisor. As CERTIFIED FINANCIAL PLANNERS™ and fiduciaries, we provide financial planning and expert investment advice to help your clients achieve their financial goals and objectives.
Ready to get started?
You’re an expert in retirement planning for your clients.
Now it’s your turn.
By teaming up with the experts at Strittmatter Wealth, you can retire knowing that you made the right decision for your business.