Sowell Management Expands Advisor Support Platform with Launch of Advanced Planning Group

Value-added offering adds integrated estate, tax, and advanced planning capabilities to help advisors better serve affluent families and navigate their increasingly complex needs

Sowell Management (Sowell), a leading Registered Investment Advisor (RIA) serving financial advisors and their clients nationwide, announced the launch of its Advanced Planning Group (APG), a new integrated estate, tax and advanced planning resource designed to support its advisors and the high-net-worth families, wealthy individuals and small business owners they serve. APG will be available for advisors across both the Sowell Management and Cache River Private Wealth platforms.

Led by Carrie Quraishi, JD, Director of Advanced Planning, and JR Quraishi, Director of Tax Planning, APG provides advisors access to specialized expertise in estate planning, tax strategy, business succession planning, asset protection, wealth transfer planning and family legacy planning.

“As clients accumulate wealth, their financial lives become increasingly complex, with needs that extend beyond traditional investment management,” said Bill Sowell, founder and Chief Strategy Officer, Sowell Management. “The launch of our Advanced Planning Group reinforces Sowell’s ongoing focus on partnership, organic growth and delivering truly differentiating resources that help advisors navigate complexity with confidence.”

APG reflects Sowell’s continued commitment to investing in resources that help advisors deepen relationships, strengthen their value proposition and better serve affluent clients through increasingly sophisticated planning opportunities.

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Carrie Quraishi said, “High-Net-Worth clients are increasingly expecting a similar level of elite service that was once the exclusive domain of family offices. The addition of APG allows Sowell to offer the services these clients deserve, while expanding our ability to support them through significant life and wealth events, including business sales, liquidity events, succession planning, and multi-generational wealth transfer.”

An important feature of APG is to identify proactive tax planning opportunities and integrate sophisticated tax strategies into all its services to ensure clients mitigate their tax burden as much as possible. APG’s tax overlay discipline of is led by JR Quraishi.

The launch of APG is part of a broader effort to expand planning resources available to advisors and affluent families across the Sowell ecosystem and will play an important role within Cache River Private Wealth, helping families address sophisticated planning needs involving wealth transfer, family stewardship, business succession, tax planning, and long-term legacy objectives.

Cache River Private Wealth was launched in April of 2026 as a wholly owned division of Sowell Management purpose-built to serve the growing high-net-worth market of households with $5 million+ in net worth. The new division is home to discerning advisors and families, where planning, investing and expertise converge to create a distinctive wealth management experience.