Johnston Tate Wealth Advisory Group Franchise Information:

EMPOWERING INDIVIDUALS AND BUSINESSES WITH THE RESOURCES TO ESTABLISH THEIR OWN INDUSTRY LEADING WEALTH MANAGEMENT FIRM.

Johnston Tate Wealth Advisory Group enables successful professionals with exceptional relationships and no prior investment experience to establish industry leading Wealth Management franchises and generate rapid returns on capital. Capture your opportunity by leveraging our brand and expertise. Whether you are interested in launching a new career path or elevating an existing business, a conversation with JTWAG is vital.

Unparalleled Business Model
Our goal is to help you generate positive cash flow sooner than most other franchises with minimal overhead costs.

• Maintain your current career & monetize your existing relationships
• Minimal operating capital and equipment needed
• Operate from existing business or home, on your own time – itʼs up to you
• No additional staff or employees required – itʼs up to you
• Guaranteed buy-back of your practice – itʼs up to you

Comprehensive Support
Our exceptional and unique support model allows our franchisees to focus on client acquisition and retention while the Johnston Tate Support Center handles all other aspects involved in helping your clients achieve their most important life and financial goals.

• Comprehensive investment management education and training program
• Complete operational support
• Industry leading technology used to develop state-of-the-art portfolio design and trading
• Total access to Johnston Tate team - portfolio managers, traders, back office staff, compliance officers

Academically Disciplined Investment Approach
Delivering lower expenses, limiting risk and enhancing performance through Nobel Prize winning research and strategies.

• Investment model based on the science of capital markets with decades of research
• No commissions, low cost and tax efficient
• Access to exclusive funds not directly available to individual investors
• Sophisticated risk profiling analysis

The next 20 years will see the largest transfer of assets in our countries history. The majority of investors feel they are being underserved in their current financial advisory relationship. With JTWAG you can seize the opportunity and help change the way the world invests.

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