US-based Dynasty Financial has joined forces with a team of four advisers from United Bank & Trust to set up an independent advisory firm.
Known as Arbor Trust Wealth Advisors, the advisory firm will use Dynasty Financial Partners’ platform of integrated wealth management services and technology platform.
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Under the partnership, financial advisors Charles Waterhouse, James Winslow, Carol Sewell and Gary Haapala, who who collectively managed $350 million in assets at United Bank & Trust, will join Arbor Trust Wealth Advisors.
The new RIA will be able to access Dynasty’s investment and technology platform, including the RIA middle office Core Services platform, which will provide turnkey marketing, CRM, financial planning, proposal support, and client reporting.
Additionally, Charles Schwab will provide primary clearing and custody services to Arbor Trust.
Haapala said: "Arbor Trust Wealth Advisors was created to provide sophisticated investment and estate planning advice to our highly educated community. As an independent financial and investment planning firm, we want to provide our clients — professors and administrators, physicians, entrepreneurs, and others with complete objectivity and transparency."
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