Overview

We are a conservative, High Net Worth wealth manager, utilizing mostly individual issues. We have been operating since 1989 and in more recent years have provided succession plans to a number of RIAs, including several individuals, a sole proprietor, and a father-son team. We have managed our own succession planning well and are always interested in talking to experienced advisors. If you are looking for a change of situation or to provide continuity for your business, we would be very interested in talking.

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