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November 21, 2019

Triad Advisors recruits hybrid wealth management practice SWA

By Asena Degirmenci

Triad Advisors, a subsidiary of Ladenburg Thalmann Financial Services Inc., and an independent advisory and brokerage (IAB) firm supporting independent hybrid financial advisory practices, has recruited Strategic Wealth Advisors (SWA).

SWA is a hybrid practice based in El Paso, Texas, with four advisers and $150m in total client assets.

The addition of SWA to Triad’s corporate registered investment adviser, Triad Hybrid Solutions, aims to highlight the firms’ growth, efficiency and client experience.

SWA will provide its clients with an integrated financial planning and wealth management experience that touches on insurance, investments, education, retirement and estate planning, and business planning.

According to clients’ needs and preferences, the firm serves its clients through both fee-based and transactional service models.

Triad executive vice president and chief strategy officer Nathan Stibbs said: “From the first time we spoke with Henry and his team, we realised they were just the type of firm that is a perfect fit for Triad. They possess all of the key intangibles we consider when adding new advisers: they’re entrepreneurial, ambitious and have potential for long-term growth. By leveraging our hybrid registered investment adviser platform, we believe they will be able to build a scalable model for growth and upgrade their technology, operations, and client experience.”

“Advisers today have uniquely different priorities that are focused on speed, efficiency, and platform flexibility. They want a partner, not a platform, and Triad has the size, scale, and experience to deliver a solution. This is why advisers like SWA place their trust and confidence in Triad as their partner.”

SWA founding partner and head of investment management Henry Gallardo said: “As some services are becoming increasingly discommoded in the current industry environment, Strategic Wealth Advisors is doubling down on providing our clients with the key intangibles and service mentality they expect and deserve from a white-glove, boutique advisory experience. When we met with the team at Triad, we quickly saw they were completely aligned with our mission and offered the resources, knowledge, and platforms to support us in pursuing it. Additionally, we viewed them as the best partner for us because we believe they are well positioned to meet our business needs as we grow. For us, it’s a great match.”

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