Overview

Our firm is an independently owned RIA offering investment management and financial planning services to mid to high net worth investors and retirement plan sponsors. We are seeking strategic partnerships in central and southern NH in order to expand our reach and achieve scale. We are building a team approach to maximize brand development and enhance the client experience.

Please note: We are not seeking to join another organization or sell our company.

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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Resources
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