Overview

We are a wealth management firm that works primarily with business owners, retirees and women. We are looking to successfully acquired another RIA, partnership or solo practitioner. We are looking for books of business that need a merger opportunity or direct succession plan in order to meet their future goals. . We have two offices, Newport Beach, CA and Charlotte, NC.

Take a look at our web site ___ send me an email or call. ___-___-____

Everyone gets a financial plan - Plan Well - Invest Well - Live Well

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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