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About SRG

Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG's team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses...

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1 min read

Experience Advisor Teaming Opportunity - Portland, OR

Mar 22, 2013 8:00:10 AM

PacWest Wealth Partners, based in the Portland metro area, is looking to add an experienced team member to join their fast growing independent financial services firm. The firm currently has three partners spanning multiple generations, as well as a robust support team and turnkey office setup with five locations around the state which has allowed the firm to grow quickly, both organically and through acquisition. The firm’s mission is to provide families peace of mind through collaborative financial advice.

The ideal new team member would have at least five years of experience running their own existing book of business, have their appropriate securities and life/health licenses, have a very client-centric focus to their business, and an interest in joining a fast growing operation with future ownership/partnership opportunities.

PacWest Wealth Partners has office locations in Lake Oswego, Corvallis, Salem, Gresham, and Bend. The firm offers advisors a professional staff, supportive team environment and the opportunity to grow and work alongside experienced advisors with a combined 50 years in the industry. By providing these critical support services in a collaborative team based environment, you have the ability to focus on establishing new clients and building deeper relationships with existing clients. PacWest has built a truly unique ensemble practice and is looking for an advisor to join their team, playing an integral role in the firm’s long-term succession plan.

If you are an advisor looking to join an independent team, looking to exit your business or grow your business, feel overwhelmed by the increasing complexities of running your practice or want to take more money to the “bottom line,” we would like to invite you to learn more about PacWest Wealth Partners.

For information, please contact David Grau Jr. of Succession Resource Group by phone at 866.275.3165 ext. 303, or email us at info@successionrg.com.

Topics: Press Release
David Grau Jr.

Written by David Grau Jr.

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