Transcend PM Information

Independent wealth firm owners hit a ceiling. The work that built the practice — direct client service, compounding referrals, instinct-driven decisions — stops scaling around the time the firm becomes too complex for the founder to run alone. Owners feel it as a time problem, but it's a structural one. Transcend Practice Management is the growth partner for independent wealth firms. We work across three lines: → Practice Management consulting. Founded in 2021 by Maria Considine King, MBA, CPC — former SVP at Commonwealth Financial Network with 20+ years in advisor development. We help owners diagnose what's stuck and design what comes next: org structure, succession, compensation, operations. → TPM Placement. Retained executive search for senior wealth-management roles — COO, Lead Advisor, Director of Operations, Practice Manager. 150+ searches completed at a 97% fill rate. Every search is led personally by partner Justin King and uses the Kolbe assessment alongside our proprietary fit process. → Elite Advisor Development. Our 10-week cohort program for firm owners ready to transform their practices. Massachusetts Workforce Training Program approved (eligible for state reimbursement). First cohort launches Tuesday, September 29, 2026. Full details and enrollment open in early June. We work only with independent firms. We work only with founders ready to do the work. Contact: 978-505-1528 | transcend-pm.com