Bridging the Gap

between Wealth Management and Insurance Solutions from an ADVISOR Perspective.
How We Can Help

Built by Advisors

and RIA executives, NOT insurance companies.
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Build Enterprise Value

with additional revenue without having to be an expert in the ever-changing , heavily regulated insurance world.
Our Process

Solutions for Financial Advisors and their Clients.

Stop referring your business out and keep client control in house.



We act as an extension of your team without you having the employment risk or cost of additional staff. All while serving under the brand you worked so hard to build.

Wealth Management

Financial solutions that make sense based on the overall needs of the client.

Retirement Planning

Dedicated to providing personal attention to all our client’s future.

Risk Management

We take pride in working for individuals, not big insurance companies.

We don’t manage our own book of business. YOU are our client.

“Wingman has helped my firm achieve consistent growth and further evolve our overall practice."
Jonathan Davis
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Here’s how easy it is to get started with Wingman:

We’ll help you quickly surmise if we can be your Wingman. We’ll work through a Needs Assessment to determine where and how much you’ll benefit from implementing the Wingman Platform.  

You will have your firm’s very own dedicated back-office team, including direct access to experts, education, and more. 

Whether you are insurance licensed or not, we provide a risk management process in the client’s best interest.  Our credentialed, fully licensed insurance professionals follow a professional code of ethics consistent with that of a fiduciary.  We will help you setup the options best for your firm.

See Our Process

Wingman is designed to bring advisory-based fixed and variable annuity solutions to the RIA space with a focused, relationship-driven approach. The purpose of this initiative is to strengthen our value proposition, while positioning ourselves as a true leader and financial enterprise in the wealth management, retirement planning, and guaranteed income space among independent distribution.
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Our Approach

Together we can find the perfect balance of expertise, administration and profitability. We will help you build a profit center - without the associated risk and support costs.
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Our Experience

We are former financial advisors and RIA executives who know that advisors joining the true fiduciary movement prioritize client needs and solutions above commissions and compensation.
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Our Clients

Leverage our insurance experts like your own personal team. We lead with advisor specific practice management and leverage new technology that makes running your practice easier.
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Our Office

With access to the best-in-breed solutions, Wingman helps fee based advisors find the right carriers and solution set to manage the insurance and risk management needs of their clients.
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We lead with advisor specific practice management and leverage new technology that makes running your practice

easier.

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