Overview

We are a consortium of 4 advisors under the same brand with locations in West Hartford, CT, Suffield, CT, Monroe, CT and Middletown, NJ. We are looking for either advisors looking to smoothly retire over the next 5 years or advisors looking to join a fully functional independent office but still own their own book. We all operate under the same operating procedures and Investment models. This could be a plug and play opportunity for those that fit our profile but still value their independence. We are also looking for younger advisors with a book of business that could join one of our offices with support staff but also to potentially be a fit for succession for a senior advisor. If this sounds like it could be a fit for you we are always open to a conversation.

Last Activity
6 months or more

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