Our primary focus is providing financial planning and asset management to those families soon facing retirement or already retired. Our team is an ensemble practice with partners having designated areas of responsibility. Our model has a proven track record of successfully integrating advisors into our practice. Our business model is scalable with the ability to rapidly add capacity. We believe the most effective way to grow our practice and help more people is to find like-minded advisors, who want to transition some or all of their practice to a successor, who will take the same time and care with their clients as they do.