Overview

We are a full service wealth management firm with CPAs also providing tax preparation and planning services to families and small businesses. We provide our clients with complete planning normally resulting in their placement with institutional managers we select through the Assetmark platform. We have tremendous technology in place allowing all this revenue to be managed by 2 advisors and only 1 support staff. We are looking to either bring on other like minded advisors that don't have the energy to work with the technology we have mastered or roll up into a larger organization where we can continue to offer this level of service to our clients and quality of like to our staff. Learn more about us at ___

Market
Advisor/RIA
Member Level
Chalice
Last Activity
within 2 months

Business Data

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