The partnership commences with Dynasty supporting Method’s family of wealth management practices with its advanced wealth management platform.
With this agreement, HA&W Wealth Management, the first firm to join the Method platform, will immediately utilize Dynasty’s customized open-architecture investment, research, technology, lending, trust and insurance capabilities, and Method will become Dynasty’s preferred partner in the CPA-owned wealth management arena.
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HA&W Wealth Management, in Atlanta, Georgia, is owned jointly by the CPA firm Habif, Arogeti & Wynne, and Method.
"In reviewing our options, we quickly realized that Dynasty’s offering could leverage what we’d built, add much more and accelerate us to market," said Jim Driscoll, president of Method. "With Dynasty managing the investment and technology platform, we can concentrate on working with our teams to grow their businesses through our best practice management system."
Dynasty Financial Partners delivers an independent, integrated, open-architecture wealth management platform with global research and access to numerous products and services.
Through Dynasty, Method has selected Schwab and Fidelity as its custodians, Black Diamond as its reporting technology and Envestnet to implement asset management solutions.
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By GlobalDataDynasty will integrate these partners into a customized platform for Method, and continuously enhance its’ features and capabilities.
