About The Well
Our Mission
We exist to enable OUR CLIENTS to maximize growth by drawing from THE BEST — helping wealth management firms hire the right people, at the right time, with the right fit.
Our Vision
To become the TRUSTED SOURCE of 100,000 top placements by 2030. We are planning boldly, leaving room for faith and miracles, and building a category-defining firm that fuels growth for clients and generosity for the world.
Our Story
Growth Stops the Moment You Run Out of Great People
For years, wealth management firms have faced the same bottleneck: attracting and keeping the right talent. Too often, recruiting has been generic, transactional, or focused on M&A instead of the true work of building W-2 teams.
That’s why The Well was born.
A Founder Who Has Lived It
Before launching The Well, Steve Perry spent 17 years inside a Fortune 100 wealth management firm.
- Built a new advisor team from scratch to 40 advisors in five years.
- As Managing Partner, grew an office from 40 to 80 advisors in just two and a half years.
- Later led a firm of 125 advisors, mentoring, hiring, and developing leaders.
In that time, he interviewed thousands of candidates, hired hundreds, and learned firsthand the weight leaders carry when growth depends on people.
After nearly two decades leading someone else’s company, Steve and his wife felt a clear call from God: step out, build something new, and serve firms differently.
The Well Today
Since November 2023, The Well has operated with one clear purpose: to be the trusted source of elite talent for growth-stage wealth management firms.
We combine:
- Faith and prayer as our foundation.
- Industry exclusivity as our differentiator.
- White-glove recruiting as our promise.
This is why firms across the country are turning to The Well today — because growth requires great people, and that’s exactly what we deliver.
What The Well Represents
A well is costly and difficult to dig, with no guarantee of success. But once complete, it provides a never-ending supply of life-giving sustenance. That picture defines our company in three ways:
1. For our clients
We’ve built a well of candidates. Firms can tap into this source of talent to fuel their growth.
2. For the industry
We believe wealth management itself is a powerful well, creating generational financial security and peace of mind. We exist to strengthen it by placing the right people in the right seats.
3. For the world
The Well is an engine of generosity. We fund ministries, missionaries, and nonprofits across the globe, becoming a financial well that supports eternal impact.
Our Values
At The Well, our values aren’t wall art. They guide every decision, and our team is required to raise the flag if we ever drift from them.
Excellence
We’re not perfect — but we strive to get better every day. Excellence means providing the best service, communication, and results possible, and then asking: How can we make it even better?
Faith
This company was founded in faith and prayer. Every team meeting opens or closes in prayer. We employ Bible college students overseas, funding their tuition, room, and board, to pray for our company and our clients by name every single day. We work hard and plan wisely, but always leave room for God to multiply our efforts.
Family
Work should strengthen families, not compete with them. Most of our team works remotely, allowing them to be fully present with their spouses, kids, and communities. We honor and protect family as a priority.
Generosity
The Well was created to be an engine of generosity. We’re generous with our team, with our clients, and with ministries that spread the Gospel around the world. Generosity costs us something — and that’s why it matters.
Growth
Growth is rarely comfortable, but always worth it. At The Well, growth means wearing new hats, learning new skills, and embracing new technology. We believe stress is a signal to grow capacity, and that growth transforms us into the people and professionals we’re called to be.
Our Prayer Team
One of our most unique and strategic differentiators is our Prayer Team.
- We support over 30 Bible College students, funding their tuition, room, and board.
- Every day, these students pray for one hour over our clients, our candidates, and our company — by name.
- Many of these students have sacrificed greatly to follow their faith, and they gladly and joyfully cover our work in prayer.
We have seen miracles happen — for our clients, our candidates, and for ourselves as a company — through this daily intercession.
Where We Are Now
- A team of nearly 50 strong, both domestically and globally
- Over $500,000 invested in technology in our first two years, building a customized, industry-leading recruiting tech stack
- Using 50+ software platforms to move faster than anyone in the market at sourcing and reaching the right candidates
- Made over 1 million calls and emails to candidates since inception
- Interviewed thousands of candidates
- Currently introducing only the top 2–3% of sourced candidates to our clients — delivering over 100 highly qualified candidates every month
- Partnered with 100+ wealth management firms and to recruit advisor, planner, operations, and leadership roles
The Invitation
If you’re a wealth management leader, you don’t just need résumés. You need a source.
A partner who understands the sleepless nights of growth, moves quickly with excellence, treats people like people, and operates from values that don’t bend.
That’s The Well. A source you can draw from again and again.
OUR PARTNERS
