Brightline Group, a Minnesota-based financial advisory firm founded in 2011, has joined forces with ViaWealth LLC, effective November 4, 2022. Brightline Group will operate as a ViaWealth Company.
Brightline Group has provided customized wealth solutions to high-net-worth individuals and families for over a decade and joining forces with ViaWealth should bolster the latter’s growth plan as we close out 2022. ViaWealth has expanded its influence into many metro areas of the Midwest and will seek to expand into other parts of the United States.
As the REGISTERED INVESTMENT ADVISOR industry changes in conjunction with client needs, ViaWealth has done extensive research regarding how to better serve clientele. This is why the founder of Brightline Group, Thomas “Woody” Rash, saw the enormous opportunity in joining the two firms together, as ViaWealth has been on a robust growth path that will certainly carry over into 2023.
ViaWealth LLC is an independent fiduciary RIA based out of Leawood, Kansas. They plan to expand their operations throughout the Midwest and Central United States in 2023 and beyond.. ViaWealth provides concierge wealth management services to high-net-worth and ultra-high-net-worth individuals and families.
Founders Lance and Reid Larson saw an industry that needed a makeover when they were in the market themselves for an advisory firm to manage their personal assets. Unsatisfied with the “institutional-like” firms they discovered, they decided to build their own RIA that could deliver the high-touch experience they had been seeking.
After extensive research and analysis, they formed ViaWealth LLC. They built an advisory firm designed to deliver exceptional customer service and investment management quality on par or greater than the institutions they observed in the extremely crowded RIA industry.
While many advisory firms are VC-funded, ViaWealth LLC is not, sparing us the usual operational pressures that come from VC-funded firms. We believe in independence, which is reflected in our clientele’s satisfaction.
We are also fiduciaries, which means we are not beholden to corporations dictating what products, services, or pricing should be passed down to clients. We provide sophisticated wealth management solutions to our clients.
If you are looking for an experienced financial advisor in Minneapolis, connect with our team today.