As an industry leader with over 20 years of experience in the financial services industry it became clear that financial Advisors have not generally been preparing their practices and thus their clients effectively for the advisors eventual retirement.
The nature of the financial services industry requires the advisor to establish a trusted, typically long term, relationship with his or her valued clients. As a result of that commitment Advisors are often challenged as to how that relationship is best transitioned to a new Advisor.
Win Succession Inc was established to address that challenge by providing retiring Advisors and or their estates a viable succession option. Most importantly Win provides you, the client, continuity of service and ongoing administrative support. We accomplish this by providing a team of well trained, experienced professional advisors to broaden the scope of products and services available to you. Win also provides access to competitive banking products, wealth management systems and practices, industry leading life and health insurance products and a wealth of experience in tax and estate planning.
We have been successfully assisting Advisors transition their businesses and their clients for over 15 years. We don’t take this responsibility lightly and thus are both proud and privileged to provide professional ongoing support to our valued clients.
Michael Gau
CEO and President