REBUILD WALL STREET
SCALING THE IDEAL WEALTH MANAGEMENT COMPANY
Archetype launched with a vision for scale. Leading firms in the wealth management industry share fundamental similarities in terms of operation, structure, and offering for both clients and industry professionals. As a result, we began to reimagine
what the ideal model would look like — without any of the baggage, restrictive environments or lack of support, and collaboration holding us back. We dreamed of unique company that stands apart.
And we’re not the only ones.
We’ve found that countless industry professionals have had similar imaginings. Perhaps you’re one of them. And instead of continuing to dream about what it might look like, we decided to build it.
|Current||Rebuilt||So We Can …|
|Represent Bank||Represent Client||Lead with Integrity|
|Silo Practice||Full Collaboration||Scale & Grow|
|Asset Scorecard||Relational Scorecard||Be Fulfilled|
|Shallow Relationships||Deep Relationships||Share Purpose|
|Limited Training||Equipped for Success||Maximize Potential|
|Erratic Process||Consistent Process||Increase Capacity|
|No Culture||Amazing Culture||Have Fun|
|Stick to Numbers||Narrative Matters||Impact Lives|
noun: Ideal model
Our core focus is to help people (our clients and our team) Live Abundantly. Work for something you believe in. Have a meaningful impact. Look forward to Monday. Have fun doing it.
Interested in rebuilding Wall Street? Let’s have a conversation.