Overview

We are a multi state firm with an RIA, Risk Management and Consulting. We have a strong central operations team with in house investment expertise and a custom tech stack, and turnkey marketing to support our unique value proposition.

We have a custom process to integrate with small to medium CPA firms. Helping them to modernize their practice by incorporating advanced planning and consulting into their practice. We are seeking to merge with other small to medium RIA/Independent advisors who can rely on our expertise and resources to implement our model locally.

Market
RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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