We are a multiple advisor practice with a team oriented approach to holistic planning. Our infrastructure, commitment to service and compassion for our clients has helped our practice grow primarily through referrals. We are looking to add to our practice through acquisition. If an advisor is looking for a great firm to hand their loyal clients to, we would like to be strongly considered. While we are wealth managers by definition, our primary focus is helping our clients transition to a comfortable retirement. We are teachers first, sales people second.