Array Partners

Financial Services · 2 Employees
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  • Employees
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About
Array Partners serves as a partner in freedom to CPAs, attorneys, and financial advisors who want to add more value to clients, increase firm revenue, and free up time, all while working with fewer clients. The brain child of wealth management professionals Michael Begin and John Daley, Array Partners offers small to medium-sized practices a way to compete with the “one-stop shop” of resources delivered by national and regional firms. We help our partners in freedom save time, earn more, and serve clients more effectively by offering an expanded network of family office services to each firm’s very best clients. Our partner firms serve as the point of contact for their clients while our network of the nation’s very best solution providers help develop the creative strategies to achieve clients’ goals. The comprehensive array of services that we can provide encompasses tax and compliance, family governance, income and estate tax mitigation, charity and philanthropy, alternative investments, and strategic relationship management. We get paid only for the value-based services that we provide. We also work with each of our partner firms so that they can charge their clients on a model that gives them more financial independence. Because our success hinges on the success of our partner firms, we limit the number of firms we work with within a geographic area and ensure that none are in competition with each other. This eliminates conflicts of interest, building our partners’ trust that they can rely on us to support them in all areas. Ultimately, we want to help our partners in freedom build the firm of the future where they are compensated for the value they provide to their very best clients, increasing their revenue and freeing up their time for what is most important to them.
Year Founded
2016
Social Media
Linkedin
Industry
Financial Services
HQ Location
9040 Town Center Pkwy Bradenton, Florida 34202, US
Keywords
Wealth ManagementFinancial PlanningRetirement PlanningInvestment ManagementTax StrategiesEmployer/Corporate Compensation StrategiesEstate PlanningBusiness Exit PlanningCost ReductioCost Segregation and Insurance Analysis
Location
2
  • 9040 Town Center Pkwy Bradenton, Florida 34202, US
  • 4 Oxford Rd Milford, Connecticut 06460, US

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