$40MM AUM | $600,000 GDC in Southborough, MA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Southborough, MA, US
Fee 0% Commission 100%
$600,000
Gross Revenue
350
# of Accounts
50
Avg Client Age
Overview

I am a CFP, CLU, ChFC, CASL, RICP Wealth Management Advisor at Northwestern Mutual since 1999. My practice is comprised of insurance, investments, as well as with fee based financial planning.

Most of the new clients that I am attracting are somewhere between 10 years before they retire to 5 years after they have retired. We help our clients with how to most efficiently position themselves for retirement income distribution planning.

We are in expansion mode and are looking to significantly increase our fee based AUM.

We feel like we are very well positioned to take on and to serve a lot of new clients with some of the strategic moves that we have made recently.

Extended Profile Information

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