We are an independent RIA firm with professionals in all generations from 20s-60s. We're full service wealth managers for high net worth and ultra high net worth clients. Our team includes (3) full time CPAs to service our investment clients accounting needs, or interfacing with clients own accountants and attorneys. We'd like to be continuity/succession for RIAs with similar practices in different geographic locations. We hope this site helps facilitate some conversations with those type of clients.