Estate planning platform Wealth.com announced a strategic partnership with Cetera Financial Group on Wednesday.
Through this partnership, more than 12,000 financial professionals in the Cetera network will receive an exclusive discount on Wealth.com’s advanced estate planning technology and resources.
“Financial advisors today are expected to provide more comprehensive guidance than ever before, and estate planning is a critical component of that responsibility,” said Tim White, co-founder and chief growth officer of Wealth.com.
This partnership is the latest step in Wealth.com’s efforts to deliver estate planning solutions that meaningfully expand legacy planning conversations between advisors and their clients. Cetera, which has more than $545 billion in assets under administration and $235 billion in assets under management, is the first major IBD to secure such an agreement with Wealth.com for all its advisors.
In the past year, Wealth.com has announced similar partnerships with several smaller RIAs, including Merit Financial Advisors, Integrated Partners and Farther.