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Current company 15 Wealth
Financial Services · 24 employees · Founded 2023
15 Wealth is redefining wealth strategy. Our high performance back office, our in-house tech, and collaboration with specialized advisors and wealth strategists is our ethos for elevating wealth investing for advisors and clients. Clients are supported by advisors who spend their time with clients. Our back office execution, operational support, proprietary technology, and collaborative strategy support advisors at scale while preserving independence and strengthening the advisor-client relationship. Advisors have a shared advantage inside our embedded network of visionaries, specialists, and wealth strategists. Together, we sharpen ideas, harness technology, and deliver a model where both advisors and clients Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through TSFG, LLC, a Registered Investment Advisor. TSFG, LLC and GradePoint Financial, LLC, and 15 Wealth are separate entities from LPL Financial. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state