This Atlanta team, generating $7.7mm in revenue, sought to serve their HNW and UHNW clients with a more bespoke experience.
Travis and Trent’s experience as advisors, counselors, and confidantes dedicated to managing the complexities of families and wealth is a great addition to our growing presence in the Greater Atlanta market.
Southeast Divisional Director
Rockefeller Global Family Office
Travis Propst and J. Trent Douglas (“Trent”) built a hugely successful business over more than a decade together at UBS, managing $963mm in assets and generating a reported $7.7mm. Their team had become a “family,” serving an extraordinary client base of longstanding, deep relationships.
Over time, as is the case with many sophisticated teams, they were motivated to consider change by a “pull” towards the potential of serving their HNW and UHNW clients in a more bespoke way—rather than driven by a “push” away from UBS.
In a relationship that spanned over a decade, Travis depended upon Diamond Consultants to keep him updated on an ever-changing industry landscape. So, when the time came for Travis and his partner Trent to consider an opportunity to further grow and evolve their business, he already saw us as a trusted agent to guide them through a strategic due diligence process.
As they considered the industry landscape, they had their sights set on an option that would allow them to offer their clients a high-touch experience while enabling them to think and act like entrepreneurs. Yet independence was a bridge too far, and a move to another wirehouse would have felt like more of the same and not solved for what they were trying to achieve.
Rockefeller Global Family Office was an option that offered the best of both worlds. The firm’s advisor-centric and client-centric culture will allow these sophisticated, experienced advisors to create the customized experience and solutions they envisioned. Plus, in Rockefeller, they saw a firm that would be supportive in helping the team fulfill whatever their clients’ needs might be.
Bridgeline Wealth Partners in Atlanta, GA, includes Senior Wealth and Investment Strategy Associate Ryan Brady and Senior Client Relationship Manager Jaimie Crook.
Diamond Consultants is pleased to have represented Travis, Trent, and the Bridgeline team and looks forward to hearing more about their success in the future.