Now we are truly independent and can grow the business on our own terms. We look forward to the assistance Cutter & Company can offer to help us get there, as we take care of our current clients and seek to add even more.
ST. LOUIS (PRWEB) August 31, 2018
Veteran financial advisors Joseph Beck and Nick Gehrs, managing members of Green Bridge Wealth Advisors, LLC, have joined Cutter & Company. With client assets in excess of $200 million, Beck and Gehrs each have 30 years of experience helping clients with their investments and future plans for retirement. They were previously affiliated with Hilliard, Lyons based in Kentucky and St. Louis based AG Edwards prior to that.
Cutter & Company, with headquarters located in Ballwin, Missouri, supports independent financial advisor practices by providing complete back office support, access to multiple custodians, a myriad of financial products, and compliance support while giving them the freedom to develop their own preferred business model.
“In our previous arrangements, we worked for the firm. Now we are truly independent and can grow the business on our own terms. We look forward to the assistance Cutter & Company can offer to help us get there, as we take care of our current clients and seek to add even more,” Gehrs said.
“We have had a remarkably smooth transition of our business to Cutter & Company. We had more than 1,000 client accounts to handle in the process, but Cutter & Company really provided all the help we could have imagined to facilitate it with great ease,” said Beck.
Mr. Beck can be reached at email@example.com. Contact Mr. Gehrs by email at firstname.lastname@example.org. You can also reach them by telephone at 636-229-4550.
Financial advisors interested in establishing their own independent businesses are invited to reach out to Cutter & Company Founders Debbie Castiglioni or Bill Meyer at 1-800-536-8770 for a personal conversation or visit the firm’s website http://www.cutterco.com/
About Cutter & Company
Serving independent financial advisors since 1988, Cutter & Company provides a family-like culture and flexibility to provide clients with the products and services most appropriate for them. We operate back office and compliance divisions that help grow and protect our independent advisor’s businesses. With our premier partnerships, we offer access to the same products and services as full-service retail firms, and financial stability that will give your clients confidence. To learn more call 636-537-8770.