Overview

We're an independent wealth management firm that's looking to grow our business, strategically. We're particularly interested in partnering with advisors who are looking to create a succession plan/continuity for their practice by partnering with an experienced team that will care for their clients and fairly compensate them for the business they've built when they're ready to retire.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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