$90MM AUM | $650,000 GDC in
We are a sales/relationship driven holistic wealth management firm focused on wealth preservation, growth, diversified asset management, risk management and insurance. Our client base is mostly professionals, business owners, retirees and some groups. We are 100% RIA with no Broker Dealer affiliation. We are looking for potential merge/purchase opportunity with a firm that will provide us scale and complimentary skill sets.