$357MM AUM | $1.7MM GDC in Auburndale, MA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Auburndale, MA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,740,000.00
# of Accounts
4,000
Avg Client Age
45
Overview

In 1994, I began my career with Ameriprise Financial as a financial advisor in Charlestown, MA. I teamed up with Dan Wilson, to form The GW Group (formerly known as Gage & Wilson) in 2001. Over the last 15 years we have grown primarily through organic growth and referrals with offices in Newton, Braintree, and Mystic, CT. This has been accomplished by providing excellent advice and outstanding service to all of our clients. Growing gradually over the years, has enabled us to develop specialized team members and efficient systems to go above and beyond for our clients. This is directly correlated to being ranked among the top advisors at Ameriprise Financial in client satisfaction and retention. Our firm is unique in that we not only focus on multi-generational planning, but have a team of advisors to work with clients of all ages. At this time, we are looking to acquire practices and by implementing our systems and level of service, help more clients live the dreams that are most important to them and their families.

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