Looking to provide transition & succession solutions for retiring and transitioning advisors. I am able to provide multiple avenues regarding purchase or transition of your valued practice. I am also able to transition a full-spectrum of AUM as well as both fee and commission based practices. Thank you for your consideration and I look forward to our conversation.
Has Office Space to Share in Fort Collins, CO
We have office space available in a Class A+ building for a transitioning Advisor if they selected to matriculate to the firm.