New York, NY (June 17, 2024)
Two former LPL advisors managing nearly $300 million in client assets (as of June 2024) broke away to join Imperity, an enterprise advisory firm affiliated with Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions.
John Osorio, CFP®, Joseph Granato and their team, who will continue to market their practice under theComprehensive Financial Partnersmoniker, cited the bespoke service model that the combination of Commonwealth and Imperity will provide as their deciding factor in making the move.
“In recent years, we felt our business had outgrown the conventional approach of big firms. To continue to grow at the pace that we have, we’d need a deeper partnership rooted in customer service. We chose to affiliate with Commonwealth and Imperity to join a community of successful advisors who share our passion for service excellence – for both advisors and clients alike,” the pair said in a statement.
Imperity, launched in 2023 by co-founders and industry veterans Douglas DiDominica and Joseph Principe, AIF®, CLF®, was built specifically to cater to advisors who value the opportunity to leverage the knowledge, experience and scale that is provided by their alliance of like-minded professionals.
“We are thrilled to add John, Joe and the entire Comprehensive Financial Partners group to the Imperity Wealth Alliance.” said Principe. “We are excited to help them expand their practice, deepen their existing relationships, and leverage our Ascend client service model.”
“Being independent often means being alone on an island.”, said DiDominica. “We built Imperity to be a launch pad to success for advisors who share our client-first mindset, and who recognize that while the platform you’re on is important, it’s the people you surround yourself with who are the true differentiators.”
The Imperity Wealth Alliance is a collaborative network of like-minded firms that are united in their pursuit of excellence. While maintaining operational independence and preserving their brand identities and approaches, each alliance firm leverages and benefits from the synergies created by the collective strength and scale of Imperity and our strategic partners. Comprehensive Financial Partners will engage with their new alliance colleagues to broaden their scope of services, expand into the small to midsize business marketplace, and increase scale by leveraging Imperity’s practice management optimization techniques and processes.
Learn more aboutImperityandCommonwealth Financial Network.
Reference links:
Advisor Hub Article
Advisor Hub Deals&Comp/Imperity
Comprehensive Financial Partners
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. 445 Broadhollow Road, Suite 203,Melville, NY 11747.295 Madison Ave, Suite 915,New York, NY 10017.(800) 203-2702