Integrated back-office support. Advisor-first design. No compromises.

Most advisors choose a partner for what they offer. They stay for what they make possible.

At Discipline Wealth Solutions (DWS), we’ve redefined what advisor support should look like. We’re not a TAMP—and we’re not trying to be. As an Integrated Advisor Platform (IAP), we’re built to give you what traditional platforms often can’t: flexibility, control, and support without compromise.

What Sets DWS Apart

While many platforms offer model portfolios and outsourced trading, we go further. Our advisor-first structure empowers you to run your practice your way—with a full suite of operational, investment, and strategic resources working quietly behind the scenes.

Here’s how DWS stands apart:

Comprehensive Back Office Support

• Dedicated Operations Team: Real people, not ticket queues. We handle account maintenance, trading, reconciliation, and operational oversight—so you can focus on your clients.

• Experienced Portfolio Management: Model-based, risk-aware trading led by seasoned professionals with decades of experience in high-volume execution.

• Administrative Efficiency: Our systems are built to reduce drag and remove complexity without disrupting your workflow.

Unique Advisor Flexibility

• No Asset Lock-In. No Non-Competes: You keep your brand, your relationships, and your independence.

• Customizable Service Tiers: Only pay for what you use. No rigid program bundles or forced integrations.

• Bring Your Tech: We integrate with Salesforce, Orion, Emoney, and more—so you don’t have to start over to get ahead.

Institutional Investment Support—Without the Red Tape

• Fama/French-Inspired Factor Tilts

• Global, tax-conscious asset allocation

• Discretionary and non-discretionary flexibility

• ETF and asset location strategies designed for efficiency

All backed by investment professionals, CFP®s, CRPC™ designees, and CFA® charter holders who work directly with you—not through layers of bureaucracy.

A True Strategic Partner

You’re not just buying services—you’re gaining a team. We’re here to help you run better, grow smarter, and stay focused on what matters: client impact, long-term value, and a practice that reflects your values.

Let’s explore these ideas together.

We’d be glad to walk through how our advisor-first model (IAP) can support your growth—operationally, strategically, and personally.