Direct Partnerships

One of the most important strategies we discuss with our clients is the relationship between the right client and the right advisor. In our experience, specialization or “serving a niche” is a more effective model for both the client and the organization than being a generalist. Red Rock Strategic Partners is unique in the marketplace as we are not just consultants, but deeply experienced and highly credentialed practitioners as well. Our team can engage in partnership for specific client situations rather than an organization building or delivering the solutions independently. We can partner through our Registered Investment Advisory with you in cases that would benefit from our expertise. The following are specific opportunities we would be pleased to partner with you as an adjunct offering of your firm;

  1. Wealth Planning for UHNW clients – This is often a desired wealth segment for our clients but their ability to fully engage the client and their entire balance sheet is sometimes not competitive.
  2. Private Business Advisory – We provide business transition planning for mid-market private business owners including: succession, business optimization, strategic growth, next level leadership and coaching.  We also provide guidance with the integration of their business and personal wealth planning issues.
  3. Educational Events – We provide workshops and educational events to your clients and prospective clients on issues that are most important to them. Educational events that ultimately more closely align you with clients as their primary service provider.

You serve the client leveraging your strengths and Red Rock Strategic Partners compliments and supports the execution of your value proposition.


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