Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Portsmouth, NH, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$700,000.00
# of Accounts
200
Avg Client Age
60
Overview

Strategic Wealth Planning: Highly focused on closely held businesses and families for asset protection, estate and tax planning and retirement income with a total emphasis on a bespoke financial condition model and financial audit.

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