Success Stories
Real Advisors.
Real Transitions.
Real Support.
These aren’t marketing scripts. These are real stories from advisors who chose to step into something new, with a partner they could trust.
Whether you’re thinking about succession, an exit strategy, or just escaping the burnout of ownership, these advisors were once right where you are. They navigated the unknown and found more than just a transition plan, they found support, continuity, and peace of mind.
Success Stories
Real Advisors.
Real Transitions.
Real Support.
These aren’t marketing scripts. These are real stories from advisors who chose to step into something new, with a partner they could trust.
Whether you’re thinking about succession, an exit strategy, or just escaping the burnout of ownership, these advisors were once right where you are. They navigated the unknown and found more than just a transition plan, they found support, continuity, and peace of mind.
Advisor Voices You Can Trust
They’ve been where you are. Now, they’re where you want to be.
Real transitions don’t happen in theory. They occur through genuine conversations, real fears, and meaningful decisions. These advisors chose to trust the process and came out stronger on the other side.
Their stories are proof that with the right partner, the next chapter can be your best one.
BRIAN DIGHTMAN, CMT®
Senior Wealth Manager
Location: Kansas City
AUM at Transition: $70M
Years in Practice: 20+
Transition Type: Back To Advising
TIM WATTERS, CFP®
Senior Wealth Manager
Location: New York Tri-State AreaAUM at Transition: $190MYears in Practice: 20+Transition Type: Succession
PEYTON HAWKES
Senior Wealth Manager
Location: Southern Tier of New YorkAUM at Transition: $35MYears in Practice: 20+Transition Type: The Next Chapter
What Makes a TRPG Transition Different?
It’s not just what we do. It’s how we do it.
At TRPG, it’s not just about your book of business. We take the time to understand your goals, your clients, and your legacy. Our transitions are not one-size-fits-all. We collaborate with you to build a customized plan, whether you’re looking to step away, scale back, or continue working.
From in-house tax and estate planning to white-glove client communications, we eliminate friction so you can move forward with confidence and respect.
Thinking About What’s Next? Let’s Talk.
You don’t have to decide anything today. But if you’re feeling the weight of what comes next—succession, exit, or just a change of pace, we’re here to talk it through.
No pressure. Just a confidential conversation with people who get it.