$18MM AUM | $175,000 Rev in
I am independent wealth manager with over twenty years of experience within the retirement planning and business exit planning strategies. I have incorporated a strategic diversification method incorporating Equities Real Estate Cryptocurrency and income-oriented solutions.
Over the next thirty to sixty days, I am looking transition away from my practice. My ideal successor would exude a client centered energy, with a similar business mix structure, risk management approach, and comfortable implementing an occasional annual review ensuring the satisfaction of the valued clientele.
Currently, I’m uninterested in wholesale changes in client’s current strategies. I am open to staying on board and assisting with the transition up to six months to a year. I’m looking forward to entertaining all reasonable offers.