Overview

I lead a Wealth Management Firm that has a CPA on staff and we are in the process of adding estate/elder law attorney. We offer comprehensive wealth management for all of our clients. We would welcome the opportunity to discuss how we can add your clients to our practice where service is a priority.

We are also looking for advisors to join our practice. If you are interested in going independent or discuss merging into our firm, please reach out to us.

We are part of Private Advisor Group, one of the largest RIA in America.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months

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