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Veteran Advisors Launch XXI Wealth in Partnership with Dynasty Financial Partners
Slice of Finance Team
24 Feb
Key Highlights:
XXI Wealth is an independent wealth management firm based in Chicago, providing comprehensive investment solutions.
Led by a team of seasoned professionals, each with 25+ years of industry experience.
Dynasty Financial Partners supports XXI Wealth with infrastructure, technology, and operational solutions.
Schwab and Fidelity selected as custodians, with Pontera supporting 401(k) management.
Name inspired by ‘21’, symbolizing independence, transformation, and expanded horizons.
Source: Business Wire
Notable Quotes:
"With our newfound independence, we will be able to offer our clients innovative investment solutions on a more efficient technology platform, allowing us to expand our level of service and offerings to fit their exact needs."
"We have a team of professionals driven by a shared vision to redefine excellence in wealth management. By combining our expertise, innovation, and commitment to client success, we are building a firm that sets the gold standard for the industry."
"The XXI Wealth team has extensive operational backgrounds, so they are very familiar with the never-ending puzzle of which technology and processes are needed to improve efficiency and ultimately the client experience."
Why This Matters:
The launch of XXI Wealth underscores the continued shift toward independent advisory firms in the wealth management industry. By leveraging Dynasty Financial Partners’ technology and operational support, XXI Wealth positions itself as a premier provider of investment solutions for high-net-worth clients. With a focus on independence, innovation, and client success, XXI Wealth aims to set a new benchmark in financial advisory services.