$20MM AUM | $150,000 GDC in Woodstock, GA
Member is Interested In:
We are a financial services practice that serves all areas of a client's financial needs, beginning with a financial plan. The focus of what we do is fee-based (advisory) wealth management, but can provide products (i.e. life insurance, annuities, mutual funds, derivatives, etc) when necessary. As founder/president of the firm, my goal is to grow organically, but also by acquisition when prudent. I am in the process of acquiring a practice right now and it has been a great experience for myself as well as the advisor retiring, so I'd love to do it again.