The Streamside Wealth team – Jonathan Rains, MBA, CIMA, WMCP, Drew Babb, CFP and Bryce Hefner, CFP – shared their journey of joining 1847Financial. Based in Littleton, Colorado, their story highlights the benefits of transitioning to 1847Financial and partnering with Hornor, Townsend & Kent, LLC (HTK).

A Partnership Rooted in Freedom and Support
For Streamside Wealth, the transition was driven by two key priorities: capabilities and independence. After years in a more restrictive environment, the team sought a platform offering open architecture and the ability to customize solutions for their clients. HTK provided this freedom, coupled with a culture of collaboration and professional excellence.

Bryce summarized: “We wanted a place where we could serve our clients better and build a practice reflecting our values. HTK and 1847Financial have allowed us to do just that.”

Tools and Resources That Empower Growth
The Streamside Wealth team highlighted the cutting-edge tools and platforms at HTK and Penn Mutual. Jonathan noted, “The Penn Mutual life insurance application platform is modern, intuitive, and allows us to bring solutions to clients faster. It’s a stark contrast to the outdated systems we’ve experienced elsewhere.”

They’ve embraced HTK’s integration with Envestnet for investment research and strategizing. This collaboration provides robust tools to navigate client portfolios with precision and insight. Additionally, they’re excited about innovations like direct indexing and upcoming partnerships for alternative investments.

A Culture of Collaboration
What stands out most about 1847Financial and HTK is their culture. As Bryce emphasized, “Everyone is so willing to help. It’s a problem-solving environment where no challenge feels insurmountable.”

Jonathan echoed this sentiment, sharing how the support staff’s approachability and resourcefulness made their transition smooth and invigorated their practice.

Advice for Professionals Considering a Transition
For those contemplating a move, Streamside Wealth offers sage advice:

Looking Ahead
In five years, Streamside Wealth envisions deepening relationships with a select group of 75-100 high-net-worth families, focusing on holistic wealth management. Their goal is not to expand for expansion's sake but to provide tailored, impactful solutions for each client.

Their journey to 1847Financial and HTK serves as a testament to the power of a forward-thinking, client-first approach. For financial professionals seeking a dynamic, supportive environment to grow their practice, 1847Financial and HTK could offer just the right fit.

^{Streamside Wealth is unaffiliated with HTK and 1847Financial.
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