Run your practice. Your way.
For many advisors, independence isn’t just a business model—it’s a mindset.
You’ve built your firm on trust, transparency, and long-term vision. But as advisory platforms become more centralized, many advisors are discovering a frustrating truth: the support they’re promised often comes with conditions—branding restrictions, platform mandates, asset lock-ins, and non-competes that limit their autonomy.
At DWS, we believe the best outcomes come when advisors are in control of their client experience, their investment philosophy, and their growth path. That’s why our platform is built to support—not direct—your practice.
Keep What You’ve Built. Expand What’s Possible.
With DWS, you don’t give up ownership to gain operational support. You get both. Here’s how:
You own your brand
We don’t co-brand. We don’t compete with your identity. Your voice leads every client interaction.
You control your client relationships
No call center. No off-platform interference. You stay at the center of your client experience.
You decide how you scale
Whether you need full-service back-office support or just targeted operational relief, we don’t force you into rigid service tiers.
You stay independent
There are no non-competes, no asset lock-ins, and no hidden strings. You can grow confidently—and exit freely if you ever choose to.
Support That Works Behind the Scenes
We’re here to lighten your load, not to rewrite your vision. Our role is to give you the operational, investment, and planning infrastructure to scale on your terms—not ours.
That means you can focus more on strategy, client relationships, and the parts of your work that matter most—without sacrificing control to do it.
Let’s connect.
Let’s connect.
No pressure. Just a thoughtful conversation about what’s possible for your firm—with a team that’s walked in your shoes.
Discipline Wealth Solutions is an investment adviser registered with the Securities and Exchange Commission (“SEC”). See full disclosure here.
Advisory services through Discipline Wealth Solutions, Inc.
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