$41MM AUM | $444,000 GDC in
Our firm is an independent RIA. We are entirely fee-based for financial planning and investment management. We primarily utilize stocks, bonds and ETFs on an individual fully transparent separate account basis for each client. When appropriate, we sell life and health insurance policies. For insurance services, we may receive commissions. We do not generally recommend annuities. We do not generally offer services or investments regarding underwritings and financings, non-liquid investments such as hedge funds, private placements or real estate.
We are exploring SuccessionLink to see if a merger makes sense.