Seeking advisors interested in joining, or transitioning their book to an established firm. We have developed strategies that will leverage your existing client relationships into significant added revenue. We have the ability to leverage our resources and experience to help you focus on growing your practice. If you are planning your exit strategy, we have a Transition to Retirement strategy that will provide an income stream and ensure your clients continue to receive the service they deserve. If you are an independent advisor looking for a retirement option, we are your solution.