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Offer Tax-Advantaged
Wealth Management To
Your Clients

Almost every single tax return has a tax savings opportunity for investments and insurance offerings. You can receive a fee for a wealth management plan, 1% of assets under management (AUM), a percentage-based fee for commissionable investment products and a percentage-based commission for insurance. We’ll help you implement tax-advantaged wealth management with your tax and accounting clients.

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Offer Wealth Management to Help Tax and Accounting Clients With Their Entire Financial Journey

Offer Wealth Management to Help Tax and Accounting Clients With Their Entire Financial Journey

We’ve built the best process for tax-focused accountants and advisors to work together to provide value to clients. Here are three different tracks we offer.

Partner With a Financial Advisor

No license needed if you reside in California, Florida, Texas, New York, Colorado, Kentucky, Louisiana, Ohio, Pennsylvania, South Dakota or Arkansas. If you live in other states, we recommend you work with us to obtain a Series 65 license so you can share in advisory fees.

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Partner With a Financial Advisor
Become a Financial Advisor

Become a Financial Advisor

To become a licensed financial advisor, we recommend you pass the Securities Industry Essentials (SIE), Series 7, Series 66 and State Life Insurance exams. As we’ve partnered with Cambridge Investment Research, you’ll get free access to their Street To Advisor program which will teach you the basics of becoming an advisor.

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Existing Advisors Looking to Transition Their Business

Discuss the benefits of transitioning to work with us versus your current broker-dealer, Registered Investment Advisor (RIA) or Office of Supervisory Jurisdiction (OSJ). We’re different from most OSJs in that we help your tax and accounting firm implement marketing, sales and service delivery programs which result in a proven method to increase cash sales from fees and commissions. You will be introduced to accountant-referral partners from our network of over 9,000 tax and accounting professionals.

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Existing Advisors Looking to Transition Their Business
Here Are a Few Wealth Management Products You Can Offer to Clients

Here Are a Few Wealth Management Products You Can Offer to Clients

  • Investments to Help Them Grow Their Net Worth
    1031 exchanges, single stocks, money managers (such as Goldman Sachs), oil and gas programs, 19,729 mutual funds, hedge funds, REITs, fixed income, private equity, 401(k), individual retirement accounts (IRA), 529 plans, Health Savings Accounts (HSAs), simplified employee pensions (SEPs), Delaware statutory trusts and precious metals

  • Insurance to Protect Assets
    Variable Universal Life (VUL) insurance, Index Universal Life (IUL) insurance, long-term care insurance, disability insurance, trust-owned life insurance (TOLI), corporate-owned life insurance (COLI), reinsurance, whole life insurance, non-qualified deferred compensation plans, variable annuities and fixed annuities

  • Advanced Planning to Deal With Taxes
    Opportunity zones, wealth transfer, monetized installment sales and premium finance

Key Benefits of Working
With Corvee Advisors

You Can Pay Advisory Fees to Both Licensed and Unlicensed Solicitors
We have created a process for tax and accounting professionals to partner with financial advisors. And in 11 states, they can receive advisory fees even if they’re not licensed. We’ll ensure everything is compliant with solicitor’s agreements and disclosures. This allows accountants to share in fees from financial services without being licensed, or while they are still undergoing the testing process.

Key Benefits of Working With Corvee Advisors
We Support Outside Business Activities (OBAs)

We Support Outside Business Activities (OBAs)

Most broker-dealers, RIAs and OSJs don’t allow tax and accounting firms to take part in outside business activities like tax planning. We think that if it’s legal, good for the client and good for you, we’ll find a way to get it done.

Cambridge Investments Research and Corvee Advisors

We’ve partnered with one of the top broker-dealers in the country which is not only the most flexible, but also has one of the best compliance records in the industry. Join our partnership to experience what it’s like to have a team behind you with proven results, and a back-office to help you focus on growing and serving clients

Cambridge Investments Research and Corvee Advisors

Help Tax and Accounting Clients With Tax-Advantaged Wealth Management

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Corvee Advisors LLC are not affiliated. This communication is strictly intended for individuals residing in all 50 states, D.C. and PR.

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