Why Puzzle?
You just know when it’s right. At Puzzle Wealth, we are dedicated to doing the right thing for the clients we serve and the partnerships we form. Here, it’s all about helping others realize that same sense of pride in doing business that they feel good about.
“You hand us the puzzle, we bring you solutions.”
Karoline O’Connor, Business Development
What’s your puzzle?
Every advisor is different. That’s why every partnership we form is so unique. We’ll help you figure out how to put the pieces of your business together, even explore options you didn’t even know you had. We remain custodian unbiased as we find the right fit for you.
You might be just wanting to start your own practice, or maybe you are looking for ways to capitalize on your business as an asset. Either way we’re here to help.
Come as you are. We’ll find your fit.
Why independence?
We created Puzzle because we believed our clients and our people deserved more. Independence has created an opportunity for us to live up to that dream. We aren’t going to tell you it was the easiest thing we’ve ever done, but as far as our professional lives go, it has been the most rewarding.
We’ve gained a wealth of information about what it takes to run a successful business. This knowledge has given us perspective into our clients’ challenges and we are happy to share with advisors looking to make the same switch.
Find your independence with us.
“We treat our clients and our people like family.“
John Klaas Jr., CEO and Founder
“We treat our clients and our people like family.“
John Klaas Jr., CEO and Founder
Why independence?
We created Puzzle because we believed our clients and our people deserved more. Independence has created an opportunity for us to live up to that dream. We aren’t going to tell you it was the easiest thing we’ve ever done, but as far as our professional lives go, it has been the most rewarding.
We’ve gained a wealth of information about what it takes to run a successful business. This knowledge has given us perspective into our clients’ challenges and we are happy to share with advisors looking to make the same switch.
Find your independence with us.
Think you're ready for
independence?
Let's engage confidentially.
Finding Your People
Communities, teams, and puzzles all have one thing in common: when they come together, they are greater than the sum of their parts. That’s the idea behind the Puzzle Partners referral network.
As a Puzzle Advisor, you will be connected with both local and national solutions for Trust & Estate planning, Lending, CPAs, Attorneys and other professionals to keep your business running and your clients happy.
Finding Your People
Communities, teams, and puzzles all have one thing in common: when they come together, they are greater than the sum of their parts. That’s the idea behind the Puzzle Partners referral network. As a Puzzle Advisor, you will be connected with both local and national solutions for Trust & Estate planning, Lending, CPAs, Attorneys and other professionals to keep your business running and your clients happy.