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Helping You Craft a Rewarding Career

At Woven, we believe a rising tide lifts all boats for clients and team members alike.
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OUR VISION:

More important than the success and growth of the team, is our attitude. We spend as much time with work members as we do with family, so personality matters. We will create a professional environment of positivity that represents what we put out into the world.

I’ve dedicated the last decade of my career to the successful implementation of teaming and succession planning.

Jon Levin, CFP®, Senior Vice President - Investments

Does This Sound Like You?

  • Do you know you don’t know everything?
  • Do you feel energized by the word “teamwork”?
  • Are you more interested in making long-lasting relationships than taking shortcuts?
  • Do you believe that the whole can be greater than the sum of its parts?

If so, then you’d be a great addition to what we’re trying to achieve.

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The Benefits of Working at Woven

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You could join any number of teams or sell your book to just about any financial advisory group.
But why do we believe we stand out?

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It’s your business and your timeline.
You retain 100% control up until retirement.

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You immediately expand your staff to our entire team when you join. In other words, we work for you. You’ll have resources so you can focus on more lucrative activities or growing your book.

Non-Stop Support

You’ll get what you need to start thriving on Day One:

  • Mentorship from senior, established advisors
  • Marketing to help grow your book of clients
  • Technology to streamline creating investment strategies
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I’ve dedicated the last decade of my career to the successful implementation of teaming and succession planning.

Jon Levin, CFP®, Senior Vice President - Investments

Onboarding Clients,

“One Task at a Time”

We want to retain your clients just as much as you. That’s why we ease into servicing them during a routine task rather than rocking the boat when you decide you’re ready to begin transitioning.

In our experience, this framework proves very effective in making clients feel comfortable, open and receptive to the care they’ll receive moving forward.


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Join The Woven Team