The Strength Behind Our Team

Behind every wealth management relationship stands the infrastructure of three established national firms, together supporting thousands of advisors and hundreds of billions of dollars in client assets.

The AmeriFlex Group

Registered Investment Adviser

Founded in 2019 and headquartered in Las Vegas, The AmeriFlex Group is an advisor-owned Registered Investment Adviser supporting more than 200 financial advisors across the country. AmeriFlex provides the advisory oversight, compliance framework, and advanced planning resources behind our investment advisory services. Because AmeriFlex is owned by the advisors it serves, its priorities align with ours: doing right by clients for the long term.

Cambridge Investment Research

Broker-Dealer

Founded in 1981 and headquartered in Fairfield, Iowa, Cambridge supports more than 4,100 independent financial professionals and over $280 billion in assets under advisement. Cambridge provides the regulatory supervision, trading, and operational support behind our brokerage services. Through Cambridge, a portion of our clients’ accounts are held at Pershing LLC, a subsidiary of BNY.

AssetMark

Wealth Management Platform

Founded in 1996 and based in Concord, California, AssetMark serves more than 10,000 financial advisors and 340,000 investor households, with over $180 billion in platform assets. The majority of our clients’ accounts are held with AssetMark Trust Company, giving them access to institutional investment strategies, account administration, and consolidated reporting. That lets our team spend its time on what matters most: your plan.

Disclaimer: Terry Haltom is an insurance staff member and is not affiliated with Cambridge.