$720MM AUM | $5.5MM GDC in
We are a talented group of ladies and gentlemen working to inspire confidence, reduce stress and simplify life for our loyal clients. As a growing independent firm, we are looking to add talented advisors and concierges as well as looking for strategic growth opportunities with the right partners. If you are a principal of a successful practice and are looking for strategic partnership opportunities or a succession plan, we invite you to contact us for further discussion. It would be our pleasure to learn about your business and what you are looking to achieve. We have worked with advisors at many firms and understand the challenges and opportunities of strategic partnerships.