Overview

I am an RIA with Schwab that is very experienced in purchasing and transitioning small firms. I have offices in Venice Fl, San luis Obispo, Ca and Pittsburgh. Very experienced going back to 1990 with a wonderful staff. Very customer centric. I believe i offer a lot to both a sellers clients and the seller himself in more than fair terms typically. Employ an in house tax accountant and share space with a trust attorney. Have crafted an excellent bench of outside analysts whose research I trust and utilize for client portfolio management. Willing to provide proof of assets for purchase.


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