CPAs, attorneys, bankers, and consultants partner with WealthBridge to deliver world-class financial planning to their clients — while generating meaningful referral revenue and retaining full ownership of the client relationship.
We handle the financial planning. You keep the client relationship. Everyone wins.
Multiple partnership structures available — from non-licensed referral fees to licensed commissions to co-brokered case splits. The right model depends on your practice; we’ll find the fit in a confidential conversation.
Your clients stay your clients. We work with your recommendations, not around them — integrating directly with your tax strategies and positioning both firms as trusted advisors to the client.
WealthBridge handles all licensing, regulatory filings, suitability documentation, and NAIC compliance requirements. You refer with confidence knowing every case meets the highest standards.
Your clients receive institutional-grade planning — estate strategies, premium financing, retirement income design, and business succession — delivered with the care and attention they expect from your referral.
Joint marketing collateral, shared client communications, and co-branded educational content that strengthens both practices. Our digital marketing team supports partner visibility and lead flow.
40+ years of structured CPA collaboration through our CPA Advantage Program. Joint case design, shared client strategy, and proven referral frameworks that produce measurable results for both firms.
We’ll connect you with our CPA Alliance or Strategic Partnership team in your area.
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Select your state to see available times with our partnership team.
When you partner with WealthBridge, your clients get access to institutional-grade planning — and you get a trusted extension of your practice. No commitment required to explore.