Build a practice you can truly own.
For established financial advisors who want greater control, stronger economics, real equity, and the support needed to build an enduring independent practice.
“The goal isn’t simply to change firms. It’s to build a better practice, a more valuable enterprise, and a better life.”David Pulcini, CFP® Managing Partner • Financial Advisor • Practice Builder ▶ Watch Advisor Growth
The advisor ownership question
Is your current platform helping you create value—or capturing it?
A large book of business is not automatically an owned practice. Real ownership means understanding the value of your relationships, your economics, your agreements, your platform, and the enterprise you may eventually transfer.
The SixPoint advisor platform
Ownership without isolation.
You remain the advisor at the center of your practice. SixPoint provides experienced people, operating infrastructure, and repeatable processes designed to make independence more manageable and scalable.
Own what you build
Turn your relationships, recurring revenue, and years of effort into equity and potentially transferable practice value.
Control the client experience
Choose how you advise, communicate, plan, and serve—without a product quota defining the client relationship.
Use a proven operating platform
Access established technology, compliance, planning, investment, service, and transition infrastructure.
Create repeatable growth
Build consistent prospecting, content, referral, and advisor-development systems around your ideal practice.
Add capacity without chaos
Delegate service and administration so your time remains focused on advice, client relationships, and growth.
Build for succession
Develop an enterprise that can recruit, retain, transition, and ultimately continue beyond one advisor.
From producer to owner
Build the infrastructure before you need it.
A durable advisory practice is more than a group of clients. It requires clear economics, defined ownership, documented workflows, capable people, a scalable platform, and a succession plan that protects both the advisor and the families being served.
Call or text Dave directly: 585-485-0947 →Who this is for
You have proven you can advise. Now you want to own.
This is for experienced financial advisors with an established client base who are ready to evaluate independence as an ownership strategy—not simply as a change of firm.
- ✓ You want equity in the practice you are building.
- ✓ You want greater control over economics and decisions.
- ✓ You want infrastructure without unnecessary corporate constraints.
- ✓ You are planning for growth, succession, or both.
Your equity • Your economics • Your future
“The objective is not independence for its own sake. It is creating a practice with greater control, greater value, and a future you can shape.”
Watch before we talk
Real conversations about independence, growth, and ownership.
SixPoint Advisor Growth Dave’s advisor-focused channel tackles the questions most recruiters avoid—client portability, the fears that keep good advisors trapped, what independence actually requires, and how to build an enterprise rather than another demanding job.
A better way to explore
No leap of faith. A clear process.
Map your current position
Review your agreements, client portability, revenue, payout, team, technology, and the restrictions shaping your options.
Design the ownership model
Compare economics, equity, support, platform structure, and the succession path available through an independent practice.
Build the transition roadmap
Create a coordinated pre-departure and first-90-days plan for clients, communication, operations, compliance, and cash flow.
Your next chapter
What would change if the practice were truly yours?
Let’s privately evaluate the clients, economics, ownership structure, operating support, and transition path behind that question.