Harris Evans Introduces Coin and Seed Wealth Management with Strategic Partnerships
Harris Evans is making waves in the financial advisory industry with the unveiling of Coin and Seed Wealth Management. This independent firm aims to cater to a diverse clientele, empowering individuals to make informed and long-term financial choices. Founded with a client-first ethos, Coin and Seed prioritizes tailored financial guidance through a model that emphasizes clear communication, confidence, and a strong sense of direction.
The formation of Coin and Seed Wealth Management marks a significant turning point for Evans, who has joined forces with Thoroughbred Financial and Osaic. Thoroughbred Financial, recognized as an Office of Supervisory Jurisdiction (OSJ), provides essential oversight in compliance, technology, and operational frameworks. This partnership not only supplies Evans with vital resources but also preserves his independence and control over client relationships, which he views as central to his mission.
Evans expressed his enthusiasm for this new chapter, stating that launching Coin and Seed Wealth Management allows him to better align his services with his vision of client relationships.
‘This partnership empowers me to focus on what truly matters – building meaningful connections and guiding my clients towards clarity and financial confidence,’ Evans remarked. His positivity about the future was echoed by Chris Cantrell, Vice President at Thoroughbred Financial. Cantrell expressed their excitement for Evans’s new venture, noting that Evans's dedication to client welfare is evident.
The collaboration with Osaic reinforces this initiative, offering access to a wide array of investment opportunities, planning resources, and operational assistance. This enables Coin and Seed Wealth Management to focus on expansion and enhancing their client-oriented services.
Coin and Seed Wealth Management is dedicated to delivering personalized financial guidance, striving to provide its clients with clarity and confidence in their financial endeavors. By fostering a relationship-driven approach, the firm helps clients identify and invest in what’s most meaningful to them, thus embodying its client-first philosophy.
Thoroughbred Financial, serving as an independent OSJ, excels in providing compliance oversight and operational support tailored to meet the dynamic needs of financial advisors. It's proven to be an invaluable partner for Evan’s new venture, ensuring adherence to industry regulations while freeing up time for him to cultivate relationships with clients.
Osaic, on the other hand, is a national network supporting independent financial professionals by offering integrated solutions in technology, compliance, and business operations. With such robust partners, Coin and Seed Wealth Management is poised for growth and success in the competitive landscape of wealth management.
As the firm embarks on this journey, Evans is poised to make a significant impact in the financial advisory realm, particularly in advancing a model that prioritizes personalized service and strong client relationships. With a clear mission and a solid support system, Coin and Seed Wealth Management is set to redefine wealth management practices and empower clients in their financial decisions.
The formation of Coin and Seed Wealth Management marks a significant turning point for Evans, who has joined forces with Thoroughbred Financial and Osaic. Thoroughbred Financial, recognized as an Office of Supervisory Jurisdiction (OSJ), provides essential oversight in compliance, technology, and operational frameworks. This partnership not only supplies Evans with vital resources but also preserves his independence and control over client relationships, which he views as central to his mission.
Evans expressed his enthusiasm for this new chapter, stating that launching Coin and Seed Wealth Management allows him to better align his services with his vision of client relationships.
‘This partnership empowers me to focus on what truly matters – building meaningful connections and guiding my clients towards clarity and financial confidence,’ Evans remarked. His positivity about the future was echoed by Chris Cantrell, Vice President at Thoroughbred Financial. Cantrell expressed their excitement for Evans’s new venture, noting that Evans's dedication to client welfare is evident.
The collaboration with Osaic reinforces this initiative, offering access to a wide array of investment opportunities, planning resources, and operational assistance. This enables Coin and Seed Wealth Management to focus on expansion and enhancing their client-oriented services.
Coin and Seed Wealth Management is dedicated to delivering personalized financial guidance, striving to provide its clients with clarity and confidence in their financial endeavors. By fostering a relationship-driven approach, the firm helps clients identify and invest in what’s most meaningful to them, thus embodying its client-first philosophy.
Thoroughbred Financial, serving as an independent OSJ, excels in providing compliance oversight and operational support tailored to meet the dynamic needs of financial advisors. It's proven to be an invaluable partner for Evan’s new venture, ensuring adherence to industry regulations while freeing up time for him to cultivate relationships with clients.
Osaic, on the other hand, is a national network supporting independent financial professionals by offering integrated solutions in technology, compliance, and business operations. With such robust partners, Coin and Seed Wealth Management is poised for growth and success in the competitive landscape of wealth management.
As the firm embarks on this journey, Evans is poised to make a significant impact in the financial advisory realm, particularly in advancing a model that prioritizes personalized service and strong client relationships. With a clear mission and a solid support system, Coin and Seed Wealth Management is set to redefine wealth management practices and empower clients in their financial decisions.
Topics Financial Services & Investing）
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