Leading Wealth Management

You’ll have access to a breadth of resources, client solutions and materials, flexible contract choices and a team of experts so you can own your business and your future.

Our open architecture contains a variety of investment choices including over 400 separately managed account options and over 450 strategies models to choose from. All without the obligation to sell proprietary products.

Elevate your business by accessing a network of experts like our chief investment officer, dedicated investment team, wealth strategists, estate planning attorneys, tax specialists, and much more.

Beyond traditional investments like ETFs, mutual funds and fixed income, as a investment adviser representative you have access to SMAs and alternative investments such as hedge funds, real estate, and private equity. Additionally, we offer a sophisticated options hedging desk for concentrated stock positions. All without the obligation to sell proprietary products.

You know your worth, and so do we. By partnering with MassMutual you get some of the most competitive payouts in the industry, critical overhead costs are covered, and we offer a growth bonus. In short – working with us truly pays off.

We know your clients’ concerns stretch far beyond retirement and insurance. That's why we empower our financial planners to make informed decisions about their clients' finances – with a focus on these six crucial areas of financial planning:

• Financial position
• Risk management
• Wealth accumulation
• Tax management
• Retirement planning
• Estate planning

Our dedicated client relationship managers will help preserve, grow and transfer the planning and investment needs of your high net-worth clients. Our offerings are tailored to the complex needs of your clients through the following:

• Financial and estate planning
• Investment management
• Family office
• Personalized portfolio managers
• Trust services
• Lending and banking services

As a top wealth advisor or team, we'll reward you with a dedicated team that supports your success. You'll have access to:

• A team of experts to help with new business, cashiering, and more
• A call center team hand-selected to deal with administrative tasks
• Tiered benefits that include members-only events, advisor networking and marketing strategy conventions
• Transition support for your book of business

Work with greater efficiency, empathy, and speed. Our digital platforms offer a full view of your clients' entire financial portfolio, customizable dashboards, efficient workflows, one-click reports, and more — all with the flexibility to connect anywhere, anytime.

Browse our technology tools