Overview

Fee-Only private wealth firm headquartered in Central Florida, managing approximately $2.0 billion in AUM. We open to exploring partnership/mergers with like minded advisors (investments and planning) to add brick and mortar locations and specialists to expand our human capital/client capabilities (investments, planning, tax, private investments, etc.) in key markets in the state of Florida via mergers (Tampa, Sarasota, Naples, Fort Lauderdale, Palm Beach Gardens, Vero Beach, Ponte Vedra Beach and the Villages).

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within 6 months

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