Welcome

6 Steps to a Seamless Financial Succession

Communication

Choose someone who will maintain the same level of care and relationship with your clients, ensuring they feel continuity and trust during the transition.learn moreSTEP 01

Custom goal planning

Tailor your transition to fit your specific needs and goals, ensuring it goes exactly the way you want.learn moreSTEP 02

Investments

Review your investment process and asset custody to ensure a smooth transition, whether you're using mutual funds, annuities, or third-party asset managers.learn moreSTEP 03

Ensure client satisfaction remains high by maintaining consistent communication, whether through annual reviews, birthday cards, or quarterly updates, so clients feel nothing has changed.learn moreSTEP 04

Integration

Here we bring together all the steps, ensuring every detail is handled so your transition is smooth, allowing you to enjoy your time off while everything is managed for you.learn moreSTEP 05

Exit strategy

It’s time to finalize the process, ensuring all aspects are wrapped up smoothly so you can receive the check you've been waiting for.learn moreSTEP 06

Step 01

Communication

Choose someone who will maintain the same level of care and relationship with your clients, ensuring they feel continuity and trust during the transition.

Step 02

Custom Goal Planning

Tailor your transition to fit your specific needs and goals, ensuring it goes exactly the way you want.

Step 03

Investments

Review your investment process and asset custody to ensure a smooth transition, whether you’re using mutual funds, annuities, or third-party asset managers.

Step 04

Service

Ensure client satisfaction remains high by maintaining consistent communication, whether through annual reviews, birthday cards, or quarterly updates, so clients feel nothing has changed.

Step 05

Integration

Here we bring together all the steps, ensuring every detail is handled so your transition is smooth, allowing you to enjoy your time off while everything is managed for you.

Step 06

Exit Strategy

It’s time to finalize the process, ensuring all aspects are wrapped up smoothly so you can receive the check you’ve been waiting for.

Years of Experience

Meet Your Partner:

Joe Prestigiacomo, CFP

Joe Prestigiacomo, born and raised in Rochester, NY, started a lawn mowing service with his brother in his teens, learning key lessons in customer service, professionalism, and work ethic from their father. In college, internships with local wirehouses confirmed his passion for financial services, leading to a career start in 2012.

With many advisors retiring soon, Joe and SixPoint Financial Partners are ready with systems to ensure smooth transitions, focusing on holistic financial planning beyond mere returns. Joe provides comprehensive financial guidance, specializing in retirement income strategies and risk management. His client-centric approach, influenced by his blue-collar upbringing and role as the oldest sibling, emphasizes solving problems and building trust.

Our Company

SixPoint Financial Partners focuses on comprehensive financial planning tailored to individual needs, emphasizing more than just rates of return. As an independent firm, SixPoint creates clear, actionable financial roadmaps, grounded in honesty, integrity, and continuous improvement, ensuring personalized solutions for every financial journey.
SuccessionCrisis.com, an arm of SixPoint Financial Partners, specializes in helping advisors transition smoothly while maintaining the same level of care and service for their clients. Every step of the process is guided with precision and care.

GET IN TOUCH

Have questions or need assistance? Fill out the contact form below, and we’ll get back to you promptly. Looking forward to connecting!

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