Overview

Open to all ideas that are mutually beneficial for every party involved. Clients come first. Emphasize fee based financial consulting and asset management. I would be interested in partnering with another advisor to share an office and ideas. Further, I am looking to become a successor to those who may not have a succession plan, buy practices from those exiting the business, acquire smaller portions of books from those looking to pare their practices down, buy assets from primarily insurance advisors and also those that do a majority of business direct at fund. I have agreements with multiple parties to help finance a transaction in addition to my own capital.

I would also explore the idea of sharing office space (Metro West) with someone else and see if the business grows into a partnership/merge situation. Ideally, there would be a loose partnership to exchange ideas, have camaraderie and reduce overhead.

Current offices in Boston and Needham, MA


Last Activity
within 2 months
Listing Updated
Dec. 21, 2023

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