
Scott A. Wetzel, JD
@ScottAWetzel
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Following
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476
Wayzata, MN
Joined January 2020
RT @SkyViewPartners: Are you seeking efficient financing options for your wealth management practice? We are pleased to introduce our lates…
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SKYVIEW 1 provides RIAs with a customizable consumer banking application curated for high-net-worth households. Learn more: https://t.co/95JlAnYvKD. SKYVIEW 1 is a technology company, not a bank. Banking accounts and services are provided by Grasshopper Bank, N.A., Member FDIC.
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Excited to announce the closing of a $7,101,100 loan for a Connecticut Hybrid! This fixed-rate term loan facilitated a successful practice acquisition. #FixedRateLoan #LoanClosing #Acquisition #FinancialAdvisor
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Ending the year on a high note with a $16,743,800 loan closing for a Texas RIA! This fixed rate term loan was utilized for internal succession. #FixedRateLoan #LoanClosing #InternalSuccession #FinancialAdvisor
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East Coast closing of a $1,050,000 loan for a Connecticut RIA! This fixed rate term loan was utilized for internal succession. #FixedRateLoan #LoanClosing #Succession #FinancialAdvisor
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$1B funded with ZERO loan loss - Chief Credit Officer, Jim Melland immortalized with a bobblehead :)
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The financial landscape is changing rapidly, and client expectations are higher than ever. Are you ready to meet these rising demands? Key Highlights: •The shift from basic financial advice to detailed planning and innovative solutions •The growing demand for comprehensive
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"Selling" and "retiring" do not have to mean the same thing. Many of our clients challenge the conventional image of a seller in the wealth management industry. Unlike the typical notion of sellers being on the brink of retirement, numerous successful sales have involved
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At SkyView, our unique position as an advocate and agent for our clients allows us to advise and consult on your deal, ensure it is bankable, and identify the right bank partner for your business’s strategic needs. Our team possesses a comprehensive understanding of wealth
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ABPBOE® provides a dedicated wealth management industry online marketplace for buyers and sellers to search, select and finance advisory practice M&A via an optimized online user experience!
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The Advisory Practice Board of Exchange is a financial advisor marketplace to buy and sell wealth management practices. #WealthManagement #InvestmentBanks #Fintech
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APBOE® is a neutral site for multiple third-party valuation providers, M&A consultants, investment banks, and independent broker dealers to list sellers, search buyers, and ultimately sell practices. #WealthManagement
#InvestmentBanks
#Fintech
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PurchasingPower™ is a scoring methodology that gauges the credit worthiness and readiness of a buyer’s ability to acquire another wealth management practice. #PURCHASINGPOWER #FINANCIALSERVICES #FINTECH
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Starting the week off strong with a $6,955,000 loan closing for a MN/FL RIA! This conventional fixed rate loan was utilized for practice acquisition. #loanclosing #practiceacquisition #fixedrateloan
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Second loan closing this week for an Ohio RIA! This conventional fixed rate loan was utilized for practice acquisition. #loanclosing
#practiceacquisition
#fixedrateloan
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Loan closing for an Alabama RIA! This conventional fixed rate loan was utilized for practice acquisition.
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New on @APBOExchange! This is an opportunity to acquire a Wisconsin-based. The ideal buyer will have a broker dealer relationship and the capability to support the firm's alternative investment activities. Log in or sign up to indicate interest: https://t.co/L75wDEg84M
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