[May 01, 2025]

Dynasty Financial Partners Unveils Brand Swagger, a Streamlined Solution for Branded Merchandise

Dynasty Financial Partners today announced the launch of Brand Swagger, a premium, on-demand merchandise store that helps advisory firms strengthen their branding for client events, team initiatives, and day-to-day business development.

The launch is timely. With warmer weather driving a wave of client events and team offsites, the platform makes it easy to get high-quality, expertly curated, customized merchandise without the usual hassle or waste.

Securing branded merchandise is typically time-consuming and hit-or-miss in terms of quality. Brand Swagger changes that. The site features a quality-first selection of products selected for utility and durability, and tailored to the needs of firms that serve high-net-worth clients.

Brand Swagger imposes no setup fees and most items require no minimum order quantities. With just a few clicks, firms can order customized products - apparel, drinkware, and more - in the exact quantities they need, helping to ensure they are never saddled with leftover inventory.

"I have learned over the years that if you are going to promote your brand with merchandise or swag it needs to be high quality or you will not get the return on investment via utilization," said Shirl Penney, Founder and CEO of Dynasty Financial Partners. "We welcome all advisors in the industry, not just our Dynasty Network, to explore this new offering in hopes of encouraging more people to enter this great wealth management profession and helping more investors connect with an independent financial advisor."

Brand Swagger is built directly into Dynasty Desktop for Dynasty Network firms, and is available to other advisory firms at www.brandswagger.com.

About Dynasty Financial Partners

Dynasty is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform delivered via a suite of proprietary and third-party technologies. Dynasty's technology, tools and services provide advisory firms the supported independence to launch their business, scale their operations and grow their firms - both organically and inorganically - while also allowing them to be more focused on and better equipped to serve their clients.

For more than a decade, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and has contributed to the movement of assets from traditional brokerage channels to the independent channels of wealth management. As Dynasty is becoming a recognized industry leader, Dynasty has differentiated itself by developing competitive strengths, including a deep understanding of and strong relationship with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, the entrepreneurial culture and experienced and committed management team. Dynasty is committed to continually growing its business by facilitating existing advisory firm clients' growth, onboarding new clients, increasing the clients' use of its broader capabilities, launching additional solutions and facilitating our complementary acquisitions.

For more information, please visit www.dynastyfinancialpartners.com.

Also visit Dynasty on social media:

LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners

Twitter: @DynastyFP

Youtube: http://bit.ly/1MKXhC8 ?

View source version on businesswire.com: https://www.businesswire.com/news/home/20250501485247/en/

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