Skip navigation
The Daily Brief
United Planners

United Planners Financial Services Adds Sawtooth Solutions TAMP

United Planners Financial Services partnered with TAMP provider Sawtooth Solutions for its advisor services offerings.

Sawtooth Solutions, a turnkey asset management platform provider in Minneapolis, announced that it is now fully accessible to advisors with United Planners Financial Services.

Billy Oliverio, the executive vice president and chief marketing officer of United Planners, said in a statement that the company chose Sawtooth because the TAMP demonstrated its capabilities to be flexible and consultative with each advisor in a way that helps the advisor develop a strong value proposition.

"Sawtooth enables our practice to have access to best in class investment solutions coupled with very useful technology and personalized service so we can keep growing our business. Sawtooth places us in a position to be innovative with our clients,” said Eric Hemingway, managing partner at Hemingway Wealth Management, an IAR of United Planners, in a statement.

Xerxes Nabong, another registered rep, said in a statement that Sawtooth helps his firm, Wealth Avenue, add new advisors and new clients with easy collaboration and a responsive service team.

Sawtooth Solutions started as a registered investment advisor and since has transformed into a unified managed accounts (UMA) platform provider.

Want The Daily Brief delivered directly to your inbox? Sign up for's Morning Memo newsletter.

Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.