Overview

Local wealth management firm with specialized fiduciary services and a deep understanding of wealth planning, investment, tax, trusts and liquidity analysis. Our Niche market consists of primarily Individuals, business owners and affluent. We are Looking to acquire other books/practices from those who are interested in a succession plan. Flexibility on deal terms to potentially include a negotiated
on-boarding salary and/or firm equity for long-term residual income, where appropriate. Office in located in Tampa FL. Full open architecture with availability to use other investment solutions. We are able to custody investments with the following custodians Schwab, Fidelity, TD Ameritrade and LPL Financial. I believe our team is uniquely positioned to serve clients of advisors looking to exit the business with the support and platform from the nations largest Independent firm.

Market
Advisor/RIA
Last Activity
within 2 months

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