$180MM AUM | $1.2MM Rev in
We are a private wealth management firm with offices in Needham, MA and New York City. We are looking to grow our firm through acquisition, experienced advisors joining our team or being a succession plan to an existing RIA.
With more than 85 years of combined experience, we focus on working with individuals, multigenerational families, corporations and institutions. Our focus is on discretionary/fee-based asset management. In addition, our practice concentrates on financial, educational and retirement planning, company stock options, risk management, legacy planning, philanthropic gifting and banking.