Overview

Our team consists of 4 Advisors with over 45 years of combined industry experience and 2 support associates. We run a fee-based, comprehensive wealth management practice addressing every area of a clients' financial well-being. Our core belief is to maintain a client first approach in everything we do. We manage around $115 million of client assets over 30 States. Although based in Denver, face-to-face interaction is provided for out-of-state clients at least annually.

We are looking to acquire a book of business from an Advisor that closely mirrors our focus and core belief. If you are looking to transition out of the business within the next 2 years, we possess the financial resources and flexibility to be among the most competitive buyers.

Last Activity
6 months or more

Business Data

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