Overview

Comprehensive wealth management firm looking to expand our footprint through acquisition and/or merger with other practices. We have been in business for over 25 years, first at Morgan Stanley and, as of 2013, independent clearing through Fidelity and Kestra. We manage assets through proprietary models and do financial planning and estate/ insurance reviews. We have both a CIMA and CFP on staff and two assistants. You can see our website at ___

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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CRM Systems

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Resources
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