Overview

We are a boutique private wealth management firm providing investment management, insurance for estate and business planning (Life, LTC), and retirement plans primarily to private business owners, their families, and their key employees. Privately held firm. Branch office of highly regarded, self-clearing firm. We are industry veterans working as a team seeking to grow with like-minded professionals seeking a better home. In-house, proprietary portfolio strategies using institutional funds and ETFs for fulfillment with good result. No proprietary products.

Also interested in providing a good home for clients when their FA is transitioning out of the business.

Market
Advisor/RIA
Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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