We Invite You to Expect More.

Join Our Firm

Resonate Wealth Partners + LPL Strategic Wealth Services
Curated. Integrated. Turnkey.

We seek motivated, entrepreneurial advisors eager to elevate their services and provide the support their clients deserve.

Dear Fellow Advisor,

In today’s marketplace, we know you have many options and opportunities to consider.

At Resonate Wealth Partners, we understand the complexities and challenges you face because we've been there too.

Prior to launching our firm, I had the opportunity to lead a successful business at a major wirehouse and experienced firsthand the benefits and pitfalls of a wirehouse's sunset plan as an inheriting advisor.  This journey has shown me that independence isn't just an option—it's the superior path for genuine growth, exceptional client service, and meaningful legacy planning.

That’s why I’m passionate about the platform we've created at Resonate Wealth Partners. By partnering with LPL Strategic Wealth Services, we offer you the control, flexibility, and unwavering support needed to ensure your clients transition smoothly with you.

Our curated experience for both clients and advisors – combined with a high-powered and integrated technology stack, and turnkey operation – is designed to help you get better compensated for your hard work and operate more efficiently. Most importantly, it gives you back the valuable time you deserve with your family while making the business fun again!

Alex Guiliano, Founder & Managing Partner

Time to Reflect:  Are You In The Best Situation?

Consider the possibilities of greater independence, enhanced support, and the freedom to elevate your business without compromise.

For Retiring Advisors with No Succession Plan:

        Have you considered how you will monetize your life's work and ensure your business is valued appropriately?


        Do you have a clear succession plan that guarantees a seamless transition for your clients and your practice?

        Are you confident your current firm offers the flexibility to customize your retirement plan versus the inflexibility of wirehouse sunset plans?


For Multi-Generational Advisor Teams at a Major Wirehouse:

        Are you feeling constrained by corporate mandates and agendas, limiting your team's potential?


        Would having access to a modern, integrated technology stack and the ability to charge for financial planning, not just commissions or AUM-based fees, benefit your team and clients?

        Are you satisfied with the trajectory of your current firm and the monetization options available for you and the next generation to grow and inherit your business effectively?

For Fast-Growing Financial Advisors:

        Are you leveraging the latest technology to better serve your clients and accelerate your growth?

        Does your current firm offer the mentorship and career development opportunities you need to thrive?

        Do you have access to the resources and support you need to scale your practice effectively?

The Resonate Way

Experience matters, for both clients & advisors.  Our high-powered technology stack has been carefully curated to impress clients & set up advisors for growth & efficiency.

Black Diamond

Black Diamond

Streamlined Portfolio Management
& Reporting

eMoney Advisor

eMoney Advisor

Comprehensive Financial Planning

Holistiplan

Holistiplan

Efficient Tax Planning

Wealthbox

Wealthbox

Enhanced Client Relationship Management

OnceHub

OnceHub

Seamless Appointment Scheduling

MyRepChat

MyRepChat

Secure Client Communication
& Compliant Texting

Zoom

Zoom

Virtual Meeting Platform

RingCentral

RingCentral

All-In-One Business
Communication Platform

PreciseFP

PreciseFP

Customized Client Data Gathering

Adobe eSign

Adobe eSign

Efficient Document Management 

Thomson Reuters, CRFA,  & LPL Research

Thomson Reuters, CRFA,  & LPL Research

Independent Investment Research

AdvicePay

AdvicePay

Integrated Billing & Payment Solution for Financial Planning

Our Partnership with LPL Strategic Wealth Services

At Resonate Wealth Partners, we have chosen to partner with LPL Strategic Wealth Services to provide our advisors & their support staff with impactful resources and support.

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Here’s what you can expect:


Dedicated Transition Team: Manages your transition to LPL, handling real estate, office setup, benefits, payroll, and personal brand development at no out-of-pocket cost.


Business Strategy Support: Assists with acquisitions, hiring, market expansion, technology streamlining, profitability reviews, valuations, personalized marketing, and CFO duties.


Marketing Strategy and Support:  Provides turnkey marketing solutions & dedicated support, enabling financial advisors to enhance their personal branding and market presence through personalized materials, digital tools, compliance guidance, and seamless process management.


Operational Support: Manages day-to-day business needs, including compliance, operations, administration, and technology, allowing you to focus on growth and client management.


Modern Technology Stack: Access to best-in-class, integrated technology that enhances efficiency and client service.


Flexible Fee Structures: Ability to charge for financial planning, not just commissions or AUM-based fees, enabling a more tailored client service approach.


Professional Growth: Continuous mentorship and career development opportunities to help you thrive in a competitive landscape.


LPL Strategic Wealth Services is designed to provide the full support needed to operate efficiently and grow your practice while enjoying the benefits of true independence.


self-employed-retirement-plans=Self-Employed Retirement Plans my-retirement-savings=My Retirement Savings understanding-your-estate-tj5cv=Understanding Your Estate common-tax-filing-errors-to-avoid-tj5cv=Common Tax Filing Errors to Avoid take-charge-of-your-401k-tj5cv=Take Charge of Your 401k 8-timeless-principles-of-investing-tj5cv=8 Timeless Principles of Investing partnership-with-lpl-kf26a=Partnership with LPL lpl-by-the-numbers-fdc80=ABOUT LPL