Sara Baker, PresidentBuilt to be more than a technology and investment management platform, Triad Wealth combines both of those capabilities with its powerful advanced planning solutions and practice management consulting. This focus helps put RIAs on the growth track and allows them to focus on their core business and what they do best.
Different than other turnkey asset management programs (TAMPs) in the industry, Triad Wealth maintains a highly selective client base, partnering only with growth-minded advisors who want to be part of a similarly minded advisor community. This intentional focus ensures every partnership is built on a shared vision of long-term success and growth.
“We look for alignment of goals and a strong desire to deliver comprehensive financial planning when onboarding an RIA or independent advisor representative (IAR) so we can build a long-term partnership,” says Sara Baker, president.
A Holistic Approach to Wealth Management
Financial advisors are expected to deliver more than just investment management and income planning for retirement. Clients want guidance through every aspect of their financial life, such as tax planning, legacy planning, risk management, and healthcare. Triad Wealth supports all aspects of a comprehensive financial plan with its intentionally built planning-centric platform aimed at driving deeper advisor-to-client engagement, rather than a platform that only provides commoditized investment management and technology solutions.
Triad Wealth’s Advanced Planning and Centralized Planning teams work alongside their advisors to identify solutions that meets clients where they are and also helps them implement changes to get them where they want to be.
We look for alignment of goals and a strong desire to deliver comprehensive financial planning when onboarding an RIA or independent advisor representative (IAR) so we can build a long-term partnership
One of the most unique aspects of working with Triad is the tight-knit community and culture of collaboration that comes with being a member firm on the platform. Triad brings together its member firms in person multiple times a year and in locations across the country. During Triad’s experiences, hands-on coaching is provided that focuses on professional development, team building, and role-specific best practices around sales, marketing, operations, HR, investment management, and financial planning. Between the quarterly in-person experiences, Triad also holds monthly “pack” calls with firm founders, operations leaders, and other firm leaders so they can share their challenges and discuss new strategies in a more intimate setting. Regardless of what someone’s role is within Triad’s member firm community, there’s no shortage of training and consulting that’s available.
Triad believes this community focus is critical for leaders of advisory firms who are building their teams because they want access to best-in-class resources and coaching, while maintaining their independence and delivering a unique, high-service client experience. By combining independent, growth-minded member firms with Triad’s resources and community, growth is not just possible—it’s within reach. For one of Triad Wealth’s member firms, they’ve seen their average household size increase since joining and have grown their assets by over 50 percent year-to-date. In addition to being surrounded by a community where collaboration is commonplace, a key component of this growth has been leveraging Triad Wealth’s Advanced Planning Team and coaching resources.
By building a planning-centric platform with hands-on consulting and creating a community with shared goals, Triad Wealth is fully enabled to bring in-depth planning to the forefront of its member firm’s businesses. According to Shawn Sparks, Triad’s Co-Founder, “When advisors are able to bring more value to their clients, the more valuable their business becomes, and that’s exactly the business Triad wants to be in.”
