We are seeking acquisitions and continuity plans. Our Current AUM, is $300 million. We focus on Financial planning by having a detailed understanding of the clients Estate planning goals no matter the size of the assets and we customize and deliver tailored plans and allocations to each client. We are a high touch service group that aims to deliver white glove service. Our team has a combined 120 years of experience, have worked together for 15 years and currently carry the following designations: CFP, CRPC, CAIA, BFA, CDFA, AIF, and one is a CMT candidate. We have clients throughout the United States.