Scott A. Wetzel, JD

[SkyView Partners @SkyViewPartners]

Closing day in Washington!

A hybrid RIA secured an $18.9MM facility for a debt refi, partner buy-in, and LOC.

As firms scale, capital strategy gets more complex. We structure financing solutions from $1MM–$200MM for RIAs.

Explore your options: https://t.co/ZHZTa0dcNy

[Scott A. Wetzel, JD @ScottAWetzel]

NEW SkyView MMA merch has arrived!

[SkyView Partners @SkyViewPartners]

SkyView x INDIO 🔥

All eyes on the MMA octagon - SkyView is proud to sponsor INDIO at Lights Out, November 1st in Los Angeles, CA!

@IndioValente @LightsOutXF

[SkyView Partners @SkyViewPartners]

SkyView enters the octagon on 11/01/25!

Formal announcement coming soon.

@IndioValente

[Scott A. Wetzel, JD @ScottAWetzel]

RT @SkyViewPartners: Are you seeking efficient financing options for your wealth management
practice? We are pleased to introduce our lates…

[Scott A. Wetzel, JD @ScottAWetzel]

@JustinTrudeau You can keep your game

[Scott A. Wetzel, JD @ScottAWetzel]

@RepThomasMassie Massi[v]e idiot

[SKYVIEW 1 @skyview_one]

SKYVIEW 1 provides RIAs with a customizable consumer banking application curated for high-net-worth households.

Learn more: https://t.co/95JlAnYvKD.

SKYVIEW 1 is a technology company, not a bank. Banking accounts and services are provided by Grasshopper Bank, N.A., Member FDIC.

[SkyView Partners @SkyViewPartners]

Excited to announce the closing of a $7,101,100 loan for a Connecticut Hybrid! This fixed-rate term loan facilitated a successful practice acquisition. #FixedRateLoan #LoanClosing #Acquisition #FinancialAdvisor

[Scott A. Wetzel, JD @ScottAWetzel]

We’re back in business!

[SkyView Partners @SkyViewPartners]

Ending the year on a high note with a $16,743,800 loan closing for a Texas RIA! This fixed rate term loan was utilized for internal succession.

#FixedRateLoan #LoanClosing #InternalSuccession #FinancialAdvisor

[SkyView Partners @SkyViewPartners]

East Coast closing of a $1,050,000 loan for a Connecticut RIA! This fixed rate term loan was utilized for internal succession.
#FixedRateLoan #LoanClosing #Succession #FinancialAdvisor

[Scott A. Wetzel, JD @ScottAWetzel]

$1B funded with ZERO loan loss - Chief Credit Officer, Jim Melland immortalized with a bobblehead :)

[SkyView Partners @SkyViewPartners]

The financial landscape is changing rapidly, and client expectations are higher than ever. Are you ready to meet these rising demands?

Key Highlights:
•The shift from basic financial advice to detailed planning and innovative solutions
•The growing demand for comprehensive financial planning services
•Real-world examples of advisors adapting to these changes

https://t.co/RgmW5n24mG

[SkyView Partners @SkyViewPartners]

"Selling" and "retiring" do not have to mean the same thing.

Many of our clients challenge the conventional image of a seller in the wealth management industry. Unlike the typical notion of sellers being on the brink of retirement, numerous successful sales have involved clients who are far from retirement age. 

Selling your practice is a strategic move to monetize your hard work, achieve financial independence, and find emotional satisfaction. It doesn't have to mean stepping away from the industry; you can remain active with your practice and clients.

[SkyView Partners @SkyViewPartners]

At SkyView, our unique position as an advocate and agent for our clients allows us to advise and consult on your deal, ensure it is bankable, and identify the right bank partner for your business’s strategic needs.

Our team possesses a comprehensive understanding of wealth management and commercial banking. With 100+ years of experience in wealth management and 40+ years in commercial banking, we provide expert deal structure design and modification recommendations.

[APBOE @APBOExchange]

https://t.co/KuxMjnK0OQ

[APBOE @APBOExchange]

ABPBOE® provides a dedicated wealth management industry online marketplace for buyers and sellers to search, select and finance advisory practice M&A via an optimized online user experience!

[APBOE @APBOExchange]

The Advisory Practice Board of Exchange is a financial advisor marketplace to buy and sell wealth management practices.

#WealthManagement #InvestmentBanks #Fintech

[APBOE @APBOExchange]

APBOE® is a neutral site for multiple third-party valuation providers, M&A consultants, investment banks, and independent broker dealers to list sellers, search buyers, and ultimately sell practices.

#WealthManagement
#InvestmentBanks
#Fintech