Overview

Succession/Acquisition:
We operate a full service wealth management, financial planning and tax preparation firm for a combined 40+ years. We are a fiduciary RIA, not an RIA representative. Our investment strategies are fully proprietary and tailored toward client goals. Our business model revolves around mid to high net worth individuals who are seeking a specialized, holistic client adviser relationship. Our firm also prepares several hundred tax returns annually. We're very serious about assisting a like minded senior adviser with the sale of his/her business into retirement. Firm Advisors are at least CFP and/or ChFC.

Merge Our Services:
Our firm provides non client-facing asset-management services for advisers looking to move into the RIA space. We will provide extremely cost-effective solutions for representative advisers/firms looking to offer their clients independently managed portfolios that may not provide services in house.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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