$103MM AUM | $1.1MM GDC in White Plains, NY
Member is Interested In:
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.