Skip to main content

Credent Wealth Management Merges Record Three Firms in 2022

Credent’s Integrator Model Maximizes Advisors’ Wealth with Equity Partnerships

AUBURN, Ind., Nov. 10, 2022 (GLOBE NEWSWIRE) — Credent Wealth Management is pleased to announce Dan Steichen (Personal Wealth Partners), Brad Michels (Financial Architects), and Steve Swicegood (Conscious Money Solutions) as the latest partners to join Credent Wealth. Through these partnerships, Credent expands its locations to River Falls, Wisconsin; Minneapolis, Minnesota; Louisville, Kentucky; and Amarillo, Texas. Under their integrator model, Credent’s flexible options allow advisors to remain involved and advance their personal and professional success through equity rollovers and Credent’s structured growth initiatives.

For a limited time, Credent is offering similar Founder’s share partnerships, giving advisors a secure succession plan for their clients as well as providing critical back-office support. Flexible deal structures allow each advisor to capitalize on their life’s work while transitioning on the timeline that fits them best. The newest partners, Steichen, Michels, and Swicegood, will experience the ultimate benefits of a Credent partnership—exponential growth, less hassle, and more living life. In turn, they bring their wisdom, leadership, and expertise.

Steichen, of Personal Wealth Partners, holds a Master of Science in Taxation and offers decades of knowledge in financial planning and money management. Personal Wealth Partners began in 2014 and merged with Credent in June 2022. As a partner, Steichen is committed to the future of his clients and the company and appreciates the equity rollover.

“What I find attractive about that [equity rollover],” Steichen says, “is that I still wanted to have skin in the game. It’s a nice way to defer taxes to do a tax-free exchange of securities from one firm to another firm, and it gives you that opportunity for growth.”

Financial Architects, Inc. merged with Credent two months later, in August 2022. Michels, owner of Financial Architects since 2016, is eager to shift away from the administrative side of the business and towards a client focus. A Certified Financial Planner™, he brings nearly 30 years of broad financial industry experience, including proficiency in financial life planning.

“I really enjoy all of my client relationships,” Michels says, “and I am looking forward to my focus being 100% on those existing clients and new clients coming on board, without the need to also ‘run my practice’ given the shared services now available to me through my partnership with Credent.”

Swicegood, of Conscious Money Solutions, joined in September of 2022. He holds a CFP® certification and committed to full-time financial planning in 2000 to address the lack of good advisors in Amarillo. Now a partner of Credent, Swicegood no longer feels the limits of a one-man shop. With Credent’s support, he sees the growth potential and future protection.

“I’m gratified to know that…if something were to happen to me and I wasn’t able to do this work anymore, my clients are still well cared for,” Swicegood says.

According to Swicegood, Conscious Money Solutions – now Credent Wealth Management – is the sole fee-only operation in Amarillo.

Credent is committed to supporting like-minded advisors like these as they transition their practices and participate in the Wealth Creation Story. Those looking to maximize their personal wealth, own their schedule, and choose their exit plan have an important place in the limited Founders Class of equity. To learn more, visit joincredentwealth.com.

About Credent Wealth Management
Credent Wealth Management offers a broad range of financial management planning and advisory services built on a client-focused model. Credent believes that all Americans should have access to independent and affordable advice, and the company’s fiduciary obligation is always to the client. Credent believes in the power of partnership, supporting clients and advisors with a team of experienced professionals. The company continues to grow, focusing on an integrator model which offers economic and professional benefits to partners. For more information, visit joincredentwealth.com.

Investment advice offered through CX Institutional™, a registered investment advisor.

Chase Alley, Marketing Specialist
Email: chase.alley@credentwealth.com
Credent Wealth Management, 200 East 7th Street, Auburn, IN 46706

Disclaimer & Cookie Notice

Welcome to GOLDEA services for Professionals

Before you continue, please confirm the following:

Professional advisers only

I am a professional adviser and would like to visit the GOLDEA CAPITAL for Professionals website.

Important Notice for Investors:

The services and products offered by Goldalea Capital Ltd. are intended exclusively for professional market participants as defined by applicable laws and regulations. This typically includes institutional investors, qualified investors, and high-net-worth individuals who have sufficient knowledge, experience, resources, and independence to assess the risks of trading on their own.

No Investment Advice:

The information, analyses, and market data provided are for general information purposes only and do not constitute individual investment advice. They should not be construed as a basis for investment decisions and do not take into account the specific investment objectives, financial situation, or individual needs of any recipient.

High Risks:

Trading in financial instruments is associated with significant risks and may result in the complete loss of the invested capital. Goldalea Capital Ltd. accepts no liability for losses incurred as a result of the use of the information provided or the execution of transactions.

Sole Responsibility:

The decision to invest or not to invest is solely the responsibility of the investor. Investors should obtain comprehensive information about the risks involved before making any investment decision and, if necessary, seek independent advice.

No Guarantees:

Goldalea Capital Ltd. makes no warranties or representations as to the accuracy, completeness, or timeliness of the information provided. Markets are subject to constant change, and past performance is not a reliable indicator of future results.

Regional Restrictions:

The services offered by Goldalea Capital Ltd. may not be available to all persons or in all countries. It is the responsibility of the investor to ensure that they are authorized to use the services offered.

Please note: This disclaimer is for general information purposes only and does not replace individual legal or tax advice.