The Movement to Independence in Wealth Management

So much has changed in the world of wealth management over the last few decades, much of which the average consumer is unaware. Here at Created, one movement in particular  – referred to as the “Movement to Independence” away from big brokerage wirehouses – has been integral to our journey and a source of major benefits to our clients. 

We got out the colored markers to illustrate exactly what this all means and how our business model enables us to prioritize what’s best for our clients.