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POSITIONING YOU
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Want a more personalized approach to supporting your clients?

We help you develop stronger relationships and deliver the experience your clients deserve.

Build stronger client connections with expanded offerings.

At Cetera Wealth Partners, we make your clients’ ambitions possible. Our financial professionals utilize the expertise of our specialty planning teams to stay primed with quality guidance and swift solutions. With each step, we help you deliver security, transparency, and support, strengthening your client relationships.

Our goal is to help you elevate your clients’ online experience.

Keep your clients’ convenience a priority.

Build stronger client connections and expand your client offerings with our planning and communication tools that make accessibility and collaboration simple—for everyone.

Learn more about our consolidated account platform AdviceWorks®, retirement planning program Fit-to-Retire, MoneyGuidePro, and identity theft risk management program ID360.

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Learn more about the teams and platforms that support you.

You can achieve more when you work together with Cetera Wealth Partners. We provide stability and back-office growth programs to enable peak performance from your team.

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WHAT OUR ADVISORS ARE SAYING ABOUT US…

Having enjoyed growing and fine tuning my practice as a financial planner with the now Cetera Wealth Partners team since 2003, I sincerely believe that we are not losing our culture in this transition. I get to work with the great people that I have come to know, to love and to consider teammates, with the bonus of a fabulous line up of investment options and planning tools for me and my clients. The improvement in the client experience through the client portal is something that I have been wanting for a long time. I am looking forward to this new adventure!

Amy Luukko, CMFC®

Investment Advisor Representative

Founder, Joyful Wealth Planning

East Brookfield, Massachusetts

Cetera Wealth Partners is a region of Cetera Advisor Networks LLC.

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“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are members FINRA/SIPC. Cetera Financial Group is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Learn more about our firm's background and Investment Professionals on FINRA's BrokerCheck.

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