Alison Trizzino's Contact Details

Alison Trizzino's Company Details

Spartan Advisory Partners

Atlanta, Georgia, United States • 5 Employees
Financial Services

Pete Secret started Spartan Advisory Partners to help High Net Worth clients, Wealth Advisors, and RIA's.Spartan Advisory is designed for wealth/financial advisors, RIA's, independent brokers and teams to help add value to you, your team, and your clients. Below are some of our offerings:Transitions:Transition planning | Transition execution |Consulting for pre-transitional plans | Wire to wire transitions | Transitional economic comps |B/D to independent transitions | RIA transitioning | RIA/Independent firms:Mergers and acquisitions | Growth strategy consulting | Recruiting systems |Starting or joining an RIA| Technology for lead generation, tuck-ins, rollup sourcing, and startupsCoaching:Succession planning | Next-generation hiring | Complex team mergers | Business practice management systems | Consulting for individual advisors looking to team up or transition | Staffing consultations