ATLANTA, GA FEBRUARY 23, 2023: Our objective is to be the one wealth management resource that meets all your business needs. However, wealth management consulting is becoming increasingly complex. We recognize that specialized experts will help us better achieve that objective for you than any one firm trying to do it all themselves.
To that end, we’re excited to announce the launch of The Bielan Group Strategic Partners platform. Our Strategic Partners platform is a group of affiliated firms with which we’ll partner to provide our clients with best-in-class resources and support.
We’ll assess your situation and, if necessary, bring in the right partner to help you solve for your specific challenges and opportunities. We’ll serve as your liaison and help you navigate the ongoing relationship. In turn, you’ll leverage the power of our relationships to ensure you receive the service you desire in a coordinated manner.
The firms below are the first five included in The Bielan Group Strategic Partners Program as of February 2023:
- Strategic Advisory Consulting Group – retail investment/trust/wealth unification consulting
- Dinsmore Compliance Services – compliance and regulatory consulting
- Carpenter Operations Group – brokerage, trust and RIA operations and technology consulting
- Arthur Osman & Company – executive coaching
- The Kehrer Group – industry benchmarking
In the weeks and months to come, we’ll add more partners to bring you an even more holistic menu of services and support to continue to expand on our goal of being your one, trusted wealth management resource.
Visit our website at www.bielangroup.com to learn more about our Strategic Partners program.
For more information, contact:
Peter Bielan
(770) 331-1280
Denise Tognarina
(603) 591-8625
