HA&W Wealth Management is the Tenth Team to join Dynasty's Network of Industry Leading Firms
Method Holdings LLC today announced a partnership with Dynasty Financial Partners to create a preferred relationship and an integrated solution for wealth management businesses within Top 100 public accounting firms. The partnership commences with Dynasty supporting Method's family of wealth management practices with its cutting-edge wealth management platform. With this agreement, HA&W Wealth Management, the first firm to join the Method platform, will immediately utilize Dynasty's unique, customized open-architecture investment, research, technology, lending, trust and insurance capabilities, and Method will become Dynasty's preferred partner in the CPA-owned wealth management arena.
HA&W Wealth Management, in Atlanta, Georgia, is owned jointly by the CPA firm Habif, Arogeti & Wynne, LLP and Method.
"In reviewing our options, we quickly realized that Dynasty's offering could leverage what we'd built, add much more and accelerate us to market," said Jim Driscoll, President of Method. "With Dynasty managing the investment and technology platform, we can concentrate on working with our teams to grow their businesses through our best practice management system."
Dynasty Financial Partners delivers an independent, integrated, open-architecture wealth management platform with global research, cutting-edge technology and access to numerous products and services. Since its launch in December 2010, Dynasty has added 10 firms to its network of industry-leading independent advisors.
Through Dynasty, Method has selected Schwab and Fidelity as its custodians, Black Diamond as its reporting technology and Envestnet to implement asset management solutions. Dynasty will integrate these partners into a customized platform for Method, and continuously enhance its' features and capabilities.
Method Holdings' strategy is to reinvigorate CPA wealth management practices by applying its proven practice management strategy to build enterprise value. Now, with the addition of Dynasty's state-of-the-art platform, Method will immediately enhance these practices with improved training, compliance and risk management. In addition Method brings a proprietary relationship with PineBridge Investments to the table that will enhance the number of strategist-driven model portfolios available to Method RIA clients. Method will also provide these firms with risk management solutions and capital markets access for fund raising, mergers and acquisitions and valuation services.
"Method has had a dramatic positive impact on every aspect of our wealth management business," said Dan Simms, Managing Partner and CEO of Habif Arogeti & Wynne (HA&W), the 42nd largest accounting firm in the US and the co-owner of HA&W Wealth Management along with Method Holdings. "They understand these businesses and their partnership with their respective CPA firms extremely well, applying their practice enhancement expertise to help CPA firms serve their clients better and improve their own growth and profitability."
Method is in active discussions with several other top 100 CPA firms to utilize its platform and services.
"Method's principals' reputation as leaders and visionaries within the CPA industry is well known," said Dynasty founder and CEO Shirl Penney. "We are excited to help jumpstart Method's efforts in this very important part of the wealth management industry. Method's experience in improving wealth management businesses through expert practice management, together with the Dynasty platform, creates a winning combination."
About Method Holding, LLC
Method is a financial holding company that was founded in 2011 to partner with Top 100 CPA firms to improve the client offering and business effectiveness of CPA-owned wealth management practices through training and delivery of proven best practices and by providing an industry-leading platform of products and services. Method's Chairman and CEO Tony Wood is a 22-year veteran and practice enhancement leader in the CPA industry. Method's team includes President Jim Driscoll and CPA industry leaders Dan Simms of Habif Arogeti & Wynne and Christopher Allegretti of Hill Barth & King, and combined with partner PineBridge the group brings a wealth of experience to Method's industry partnerships.
About Dynasty Financial Partners
Dynasty Financial Partners develops, sources and integrates the finest wealth management capabilities for the industry's leading independent investment advisor teams. Dynasty offers a customized open-architecture platform of wealth management solutions and technology to help independent advisors protect and grow their clients' wealth. Dynasty's core principle is "objectivity without compromise," and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients. For more information, please visit www.dynastyfinancialpartners.com.
Contacts:
Dynasty Financial Partners
Sally Cates, 212-373-1000
sallycates@dynastyfinancialpartners.com
