“I had spent nearly two decades with the same firm but, with changing market conditions, I wanted to evaluate outside possibilities. I contacted WealthRight and immediately discovered that their team had a rock solid understanding of the industry and always kept my best interests in mind. It was a refreshing experience to share conversations with a recruiter who brought industry insights and thought-leadership which helped guide me into a perfect new opportunity with another firm!”
Clive B.
Financial Advisor
“I had spent nearly two decades with the same firm but, with changing market conditions, I wanted to evaluate outside possibilities. I contacted WealthRight and immediately discovered that their team had a rock solid understanding of the industry and always kept my best interests in mind. It was a refreshing experience to share conversations with a recruiter who brought industry insights and thought-leadership which helped guide me into a perfect new opportunity with another firm!”
First Name
Title
“I had spent nearly two decades with the same firm but, with changing market conditions, I wanted to evaluate outside possibilities. I contacted WealthRight and immediately discovered that their team had a rock solid understanding of the industry and always kept my best interests in mind. It was a refreshing experience to share conversations with a recruiter who brought industry insights and thought-leadership which helped guide me into a perfect new opportunity with another firm!”
Clive B.
Financial Advisor

Why WealthRight

We are a catalyst for transforming goals, values and passions into new opportunities.

We’re a financial advisor recruiting firm but we don’t fit the traditional recruiting mold. We believe that finding one’s true professional purpose deserves a personal touch and that’s why we created the WealthRight model. We believe the clients we serve are entitled to a respectful and transparent career exploration journey. We know every client has a story and we celebrate the unique experiences of each of the clients we serve while providing the pathway for long-term legacy creation.

Practice Areas

Advisor Recruiting

Are you an experienced Financial Advisor looking to make a change? Our consultants will help close the gap between where you are and where you want to be.

Succession Planning

Are you a business owner considering what’s next? Our succession planning services will ensure you have confidence that your clients will be in good hands as your business evolves.

Firm Consulting

Are you looking to find top-performing candidates who share in your company philosophy and can deliver quality results? Our team has the experience to translate that purpose into action.

"At WealthRight, we’re fierce protectors of passion and individuality with a commitment to creating experiences and opportunities that are unique to each of the clients and candidates we serve.”

Matt DuToit
Matt Dutoit
Founder & CEO

Let's start a conversation

Reach out to learn more about Advisor Recuiting

Reach out to learn more about Succession Planning

Reach out to learn more about Firm Consulting