Washington Wealth Management LLC Launches MobilitySelect Platform to Support Financial Advisors Working from Remote Office Locations

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Significant Opportunity Expected in Enabling Growth for Experienced Independent Advisors Who Seek Greater Worksite Flexibility

Washington Wealth Management LLC (WWM or "the firm"), an independent, multi-custodial hybrid Registered Investment Advisor (RIA) supporting fee and commission-based independent financial advisor teams across the nation, today announced the launch of its new MobilitySelect platform. Developed in-house by Washington Wealth Management, the new platform is geared toward supporting the full spectrum of services that independent financial advisors need to profitably grow and operate their practices while working from remote and other non-traditional office locations.

Rob Bartenstein, CEO of Washington Wealth Management LLC, said, "As the independent advisory space continues to grow dramatically, one core group of professionals in our industry that continues to be overlooked and underserved are experienced financial advisors that work remotely from traditional office environments. These are financial advisors that have strong books of business, and for various reasons have decided that a non-traditional office approach best aligns with their practices.”

Mr. Bartenstein continued, “From older advisors who no longer require a full office to service their clients, to newly independent advisors seeking to streamline their expenses, to working parents who want to cut down on their commuting so they can maximize time with their families, the reasons for wanting to work away from a traditional office environment are manifold. These professionals represent one of the fastest-growing independent advisor demographics, with a range of particular needs. Through selective hiring, open communication and advances in technology, our MobilitySelect platform enables us to actively supervise these advisors in a way that protects them and their clients while also empowering their continued growth.”

In addition to access to the suite of back and middle office support that Washington Wealth Management makes available to all advisory practices the firm serves, the MobilitySelect platform provides the following services geared specifically around the needs of independent financial advisors working from non-traditional office locations:

  • Affiliation with the WWM RIA, along with all attendant compliance and supervisory services
  • Comprehensive technology solutions and support
  • Management support and problem resolution
  • Pre- and post-transition assistance and services on-site

Mr. Bartenstein concluded, “As a firm, our mission has always been to provide the best possible combination of resources to veteran independent advisors in order to free them to grow their businesses in the directions that best empower themselves and benefit their clients. Technology and demographic trends have created a new frontier of opportunity for our firm with experienced, successful advisors who have chosen to work remotely from an office, and are looking for a committed partner who truly understands and can deliver on their particular needs. We are proud to be shaping this important emerging industry trend, and we look forward to many opportunities to come as we support these advisors.”

About Washington Wealth Management

Based in San Diego, CA, Washington Wealth Management LLC (WWM) is an independent hybrid Registered Investment Advisor (RIA) supporting fee and commission-based independent financial advisor teams across the nation. WWM was established by former wirehouse veterans with the express purpose of enabling former wirehouse financial advisors to achieve freedom, independence and growth. The firm’s platform is comprised of an independent Registered Investment Advisor (RIA), a non-affiliated broker-dealer and a multi-custodian offering, in order to provide its financial advisors with a conflict-free, open architecture platform and full independence across both fee and commission-based business models. WWM has offices in San Diego, Los Angeles and Brea, CA; Las Vegas, NV; Seattle, WA; Westport, CT; and Middleburg, VA. More information is available at http://www.washwm.com.

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Matthew Griffes