Overview

We are a growing multigenerational wealth management firm with the experience and resources to implement a customized succession plan or acquisition. We are based in the historic seaside community of Beverly, Massachusetts. We have no geographic restrictions and we would be open to maintaining a 2nd office location with local admin support. We currently serve clients in 16 states, as well as internationally. We embrace a long-term investment discipline, while delivering white-glove personal service along with the latest technology and resources. We are very flexible in regards to terms, and we're open to any scenario that serves the best interests of all parties.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

Business Data

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