Overview

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.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...