Latest Succession Plan Twist: Veteran Advisor Launches Regional Aggregator

Charles Paikert of Financial Planning features Joe Heider, president of Cirrus Wealth Management, in an article about the new firm’s launch, as well as its goals and challenges. Veteran advisor Heider launched Cirrus this month and intends to grow the firm by offering succession plans for advisors over 50. “I have a good sense of what advisors who are 50-plus are going through because I had the debate in my head,” he says.