Dynamic Wealth Advisors Enters Multi-Year RIA Services Contract With Bay Colony Partners
Bay Colony Partners, a fast growing northeastern registered investment advisor selected Dynamic Wealth Advisors to provide all back office support, a wealth management platform and management of custodial relationships for their clients' accounts. The arrangement enables Bay Colony to focus its resources on servicing its clients and developing its growing wealth management business.
- (1888PressRelease) December 06, 2010 - Scottsdale, AZ - Dynamic Wealth Advisors, a privately held registered investment advisor specializing in providing back office and wealth management services to independent fee based financial advisors and RIAs announced that it has signed a three year agreement with Bay Colony Partners, a privately held independent retirement planning firm specializing in the development of process driven plans and strategies for companies and individuals.
Dynamic Wealth Advisors will provide all back office services for Bay Colony Partners. The firm's integrated wealth management platform l includes a comprehensive financial planning program, data aggregation, customer relationship management tools, portfolio management tools, performance reporting as well as a secured portal for clients to view their complete financial picture and safely store important private documents. The services provided by Dynamic Wealth Advisors also include managing multiple custodial relationships and providing access to investment management solutions for Bay Colony's clients.
"We're more than pleased to announce our agreement with Dynamic Wealth Advisors," said Dennis McCarron, Director - Compliance and Operations at Bay Colony Partners. "Our commitment to provide the most valuable services for our clients and Advisors is further enhanced with DWA's powerful platform and broad services."
"By working with Dynamic Wealth Advisors, we can focus on our core consultative work with clients," said Paul Escobar, Senior Vice President of Bay Colony Partners' Wealth Management Division.
"We look forward to our work with Bay Colony Partners and enabling the firm to operate in an efficient fashion through the use of our robust wealth management platform and RIA back office services," said Jim Cannon, Founder and Managing Principal of Dynamic Wealth Advisors.
About Dynamic Wealth Advisors
Dynamic Wealth Advisors, based in Scottsdale, Arizona, is a registered investment advisor offering investment advisor representatives and RIAs turn-key back office solutions as well as á la carte services, including a wealth management platform with electronic workflow and document management, customer relationship management, portfolio management, financial planning, secured client portal and account aggregation, open architecture investment management solutions, multiple asset custodian options, and compliance services. DWA's Beyond Independent philosophy and services are helping to transform the way the IARs and RIAs view and access support and services. For more information, please call 877-257-3840 or visit www.dynamicwealthadvisors.com
About Bay Colony Partners
Bay Colony Partners is a privately held independent retirement planning firm specializing in the development of process driven plans and strategies for companies and individuals. Viewed as a single source for both retirement and executive benefit solutions, the firm uses a consultative and educational approach that originates from a position of knowledge and independence. Services span a wide range of business/investment needs, from the "non-qualified" (non-tax-deferred) Executive Suite plans to the "qualified" (tax-deferred) 401K programs which provide retirement plan solutions and services for employers and their employees. In a move that is rare in the industry, their 401K specialist, a principal in the firm, typically sits on the investment committee of client companies providing a greater level of support than is common in the industry. Recently, Bay Colony Partners added a third component to their menu with the establishment of a Wealth Management practice. To learn more about Bay Colony Partners, please call 781-722-0005 or visit www.baycolonypartners.com.
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