The leadership team at Center Street Capital Advisors was given the opportunity to host Sanjit Singh, head of strategy for the Wells Fargo Advisors Financial Network. “It is plainly clear to us that we have the support and backing of a major bank and at the same time the independence to run the business our way…we made the right choice for ourselves and our clients,” says Managing Partner Gary Wayne. “The commitment we have seen in terms of available resources and a partnership is evident and we could not be happier in our decision,” adds Managing Partner Andrew Wayne.
Sanjit shared the vision of IAG’s future state and the plan to execute with partners like Center Street. The industry shift continues to accelerate and supported independence provides advisors and client associates with a soft-landing to unlocking practice value.
“We know we are onto something special when advisors from around the country call into us, on their own, to hear the story and become educated on what independence can do for them,” says CEO Mark Klein. “Technology has advanced to where our advisors are no longer limited by their geography and now have the ability to potentially access Center Street’s intellectual capital, infrastructure, size and scope from different parts of the country. We are seeking to have the best advisors, best client associates and overall best team in the space…and we will be invested in you to get it done.”