$350MM AUM | $3.2MM GDC in Cupertino, CA
Member is Interested In:
We are interested in purchasing Bay Area and/or Seattle Area Wealth Management practices, as we currently have locations in both of these markets. We are open to an Advisor folding into our company and remaining on staff or selling as a succession plan.
Our Wealth Management offer consists of:
1. Portfolio management, primarily through low-cost, globally diversified ETFs and funds as well as significant exposure to alternatives, and...
2. Balance Sheet Planning, making use of our proprietary planning software.