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  • Who We Are

    FallLine was specifically designed to address an unmet need in serving UHNW clients. We partner with Private Wealth Advisors who exclusively work with wealthy clients, and who want to deliver a client experience that is tailored to meet the unique needs of their clients.

     

    Benefits for RIAs

    FallLine enables Private Wealth Advisors to launch and build independent hybrid RIA businesses, enjoy freedom and flexibility in serving their clients, deliver a superior client experience with unmatched services, products and technology, be part of a community of other top advisors, and build enterprise value. With FallLine, independent RIAs can build their business much more quickly and effectively than they could as an employee of a large brokerage firm.

     

    What Makes FallLine Different

    FallLine is unlike any other firm and was created as an alternative to wealth management firms that have increasingly adopted a one-size-fits-all model.

     

    Leadership Team

    FallLine is led by industry veterans with decades of financial services experience. The FallLine team has a track record of helping Private Wealth Advisors grow their businesses at some of the biggest financial firms.

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