View all newsletters
Receive our newsletter - data, insights and analysis delivered to you
  1. News
July 24, 2020

SFA Partners add four wealth management firms to network

SFA Partners, a family of companies focused on empowering IFA businesses, has added four US wealth management firms and over $200m in client assets to its network.

The firms joining SFA Partners are Kolinsky Wealth Management, Lehner Carroll Shope Capital Management, OakPoint Investment Partners and Life Income.

The SFA Partners family of companies includes The Strategic Financial Alliance (SFA), Strategic Blueprint, and SFA Insurance Services.

Kolinsky Wealth is headed by Stephen Kolinsky, Jason Kolinsky, and Chad Kolinsky.

The firm has registered with SFA for its $80m broker-dealer business.

Besides, it manages $140m through its retirement plan business and manages over $230m through its own RIA.

Headed by managing partners Brian Lehner and Amy Shope, Lehner Carroll Shope will provide advisory services through Strategic Blueprint, where they manage nearly $30m.

The team also adds around $36m to SFA in broker-dealer business.

OakPoint’s Rebecca Abel has affiliated with Strategic Blueprint, where she oversees $35m in advisory assets.

Life Income’s Roger Woodruff oversees $35m in advisory assets through Strategic Blueprint.

SFA Partners vice president of business development Jamie Mackay said: “The fact that these teams have transitioned to the SFA Partners family is proof not only of our ability to grow despite the challenges of the current environment but also of our adaptability.

“Whether it’s a hybrid seeking to scale up their advisory business with better technology, a practice wanting to focus solely on their advisory business through our independent RIA, or someone with their own RIA who needs a capable broker-dealer partner, these additions prove that we are well positioned to serve a variety of business models.”


NEWSLETTER Sign up Tick the boxes of the newsletters you would like to receive. A weekly roundup of the latest news and analysis, sent every Wednesday. The industry's most comprehensive news and information delivered every month.
I consent to GlobalData UK Limited collecting my details provided via this form in accordance with the Privacy Policy


Thank you for subscribing to Private Banker International