David Pan

Mythbusting Advisor Succession

Statistically, half of you reading this are considering transitioning your business in the next 10 years. Whether to an employee internally, or to a peer external to your company, you probably began thinking about how it could all work, if it would work and all the possible “what-ifs.” You might come up with so many […]

Succession Resource Group Wins 2019 WealthManagement.com Industry Award in Succession/Ownership Transition Services

2019 WealthManagement.com Industry Award | Download PDF » PORTLAND, Ore. (Sept. 19, 2019) – Succession Resource Group (SRG) is proud to announce it was nominated and won the 2019 WealthManagement.com Industry Award in the category of Succession/Ownership Transition Services for its “Shared Growth Model” strategy, nominated with Financial Advocates and Hamburger Law Firm. SRG was also […]

SRG Facilitates Strategic Alliance Between Pension & Wealth Management Advisors and Kastel Capital Advisors, LLC

Download PDF » Portland, Ore. (Sept. 12, 2019) – Succession Resource Group (SRG) is pleased to announce a strategic alliance between two Massachusetts-based investment advisory organizations: Pension & Wealth Management Advisors (PWM) and Kastel Capital Advisors, LLC (Kastel). The alliance will represent a team of five experienced fiduciary advisors managing more than $150 million in assets […]

Succession Resource Group Ranks on the 2019 Inc. 5000 List of America’s Fastest-Growing Private Companies

Download PDF » PORTLAND, Ore. (Aug. 20, 2019) – Succession Resource Group (SRG) is proud to be named as the third largest Oregon company in the financial services industry on this year’s Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. SRG joins the ranks of other notable Inc. 5000 honoree […]