Overview

I run a comprehensive wealth management practice based on a foundation built on financial planning.I am looking to growth my practice by acquisition because I am at full capacity in servicing relationships and have no time to spend on growth through other means.
I am looking to buy a practice that has not had the opportunity to provide a comprehensive holistic planning approach to their clients. I feel this will lead to opportunities for both the selling advisor, myself and most importantly value to the clients.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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