Overview

Full service wealth management firm looking to purchase a practice with similar client demographic and investment philosophies. Willing to Merge and keep adviser and staff ( if determined to be necessary)
Also willing to bring advisers on-board with their book of business and work out an arrangement.
Firm is made up of CFP,CRPC,CPA and estate attorney professionals.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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