The Advisor's Legacy™

By Best Selling Author Christopher Riley

By Christopher Riley — Founder & Chairman, Cutwater Advisory Partners. A revolutionary approach to transitioning financial practices that benefits retiring advisors, successors, and clients alike.

What is it that you only have 'One' of and once it is out, you can't change it…Your Legacy!

Chris, and the Cutwater Wealth Management Team have multiple decades of experience growing, combining, and selling financial advisory practices the Slow Way…the Smooth Way to preserve the legacy of not only the advisor, but also their clients!

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The Advisors Legacy
Amazon Best Seller Win-Win-Win Transition Philosophy The Slow Way is the Smooth Way Crafting Your Financial Legacy Now Available on Amazon & Spotify
Amazon Best Seller Win-Win-Win Transition Philosophy The Slow Way is the Smooth Way Crafting Your Financial Legacy Now Available on Amazon & Spotify
Why Christopher Riley Wrote The Advisor's Legacy

Two crises in wealth management. One revolutionary solution.

Problem 1

Looming Succession Crisis

Financial advisors are retiring and selling their practices to strangers, leaving clients without their longstanding trusted advisor at the most critical phase of retirement.

Solution 1

The Win-Win-Win Philosophy

Cutwater Advisory Partners creates a 2–3 year transition period based on the Slow is Smooth…and Smooth is Fast philosophy, ensuring clients are included in the "Win" — not left behind.
Problem 2

The Business Value Gap

10,000 Baby Boomers retire daily. Business owners don't know their exit value — creating a retirement planning gap for both clients and their financial advisors.
Solution 2

The Optimum Value Exit™

Cutwater Advisory Partners assesses current sale value AND creates a future Optimum Exit Value™ — a coordinated pathway to 25%–50% above current valuations.

Slow is Smooth

Meticulous, multi-year transitions that protect every relationship and preserve every legacy — built for the long game.

Win-Win-Win

Every transition ensures the retiring advisor, the successor, and — most importantly — the client all come out ahead.

Optimum Value Exit™

Business owners deserve to exit at their true value. Our pathway delivers 25–50% above current valuations through coordinated strategy.
The Cutwater Family of Companies

Each company plays a distinct role in delivering your Optimum Value Exit™

Optimizing Your Exit — from Assessment to Optimum Value™

Cutwater Advisory Partners is the flagship company quarterbacking the entire Optimum Value Exit™ process — from the original business assessment and growth plan design, through implementation of the Value Gap strategy funded by UC, to the final sale at Optimum Exit Value™ coordinated by CCA.
 
  • PROVE it Canvas™ provides future Optimum Exit Value™
  • Customized growth plan to fill the Value Gap
  • Network of wealth management advisors & firms
  • Workshops for financial advisors and their business-owner clients
  • 25%–50% increase above current valuations through coordinated strategy

Series 79 Licensed Investment Banking

Cutwater Capital Advisors is the Series 79 licensed investment banking arm of the Cutwater family. When a business approaches its Optimum Exit Value™, CCA coordinates the entire sale process — working with the investment bank best suited to find the right buyer and ensure every differentiator of the selling business is monetized at the highest possible value.
 
  • Series 79 licensed investment banking
  • Coordinates the Optimum Value™ sale process
  • Industry-specific targeted buyer search based on differentiators
  • Buyer gaps and value creation factored into CIM
  • Performance improvement monetized in Optimum Exit Value™

Private Equity Capital to Power the Growth Phase

United Cutwater is the private equity arm of the Cutwater family of companies. UC focuses on bringing the financial capital required to implement the growth phase of the Optimum Value Exit™ — funding the Value Gap strategy designed by CAP and executing the operational improvements that drive the business toward its Optimum Exit Value™.
 
  • Private equity capital for the growth implementation phase
  • Funds the Value Gap strategy designed by CAP
  • Operational leadership alongside financial capital
  • Aligned incentives — Co-Investment opportunities
 

Pura Motus Leadership

Pura Motus in Latin translates to Pure Motivation or Pure Confidence.  Christopher Riley has a Master’s in Organizational Psychology and has developed a state-of-the-art financial advisor organizational personality platform that matches up the natural personality temperaments of the individual with the multiple job requirements of being a financial advisor.
 
  • Assesses the Behavioral Predictive Index for a Financial Advisor
  • Assesses and scores the various job duties for a financial advisor
  • Matches Senior & Junior Advisors with complimentary traits
  • Provides Leadership the SWOT analysis DNA to help grow the advisor
Resources & Videos

Watch, learn, and explore the Optimum Value Exit™ pathway

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