Roth Sherpa
You Would Never Climb Mount Everest Without a Sherpa to Guide You
Don't Face Roth Conversions Without a Roth Sherpa
Not all advisors are created equal.
And not all Roth conversions are done right.
That’s why we created the Roth Sherpa™ — a hand-selected group of financial professionals who go beyond the surface-level math and generic software to deliver precision, transparency, and client-first strategy in every Roth conversion case.
What Makes a Roth Sherpa?
To become a Roth Sherpa, an advisor must:
Be a Certified Roth Conversion Specialist
Partner with our the AdvisorShare IMO, RIA, or TAMP platform
Use our OnPointe software to ensure accurate case design and smart investment alignment
This isn’t just another badge — it’s a commitment to doing what’s best for the client using real math, real planning, and real fiduciary standards
Why We Require a Deeper Partnership
Roth conversions don’t exist in a vacuum. Tax strategy, investment selection, Social Security timing, IRMAA exposure — they’re all connected. By working within our platform, we can ensure:
Coordinated, multi-year case design
Investment portfolios that match each client’s Roth strategy
Advisor accountability and consistency across planning models
The Roth Sherpa Difference
Most advisors think they’re doing Roth conversions correctly.
But bad software, outdated assumptions, and sales-first tactics often lead to poor outcomes for clients.
A Roth Sherpa is different. They:
Understand the real math behind Roth conversions
Know when not to convert — and how to explain why
Leverage industry-leading software to eliminate guesswork
Are supported by a team of experts for case reviews and training