We are an independent financial planning firm focused on customized investment management for the mass-affluent and HNW families. Our firm is interested in providing a transition opportunity for advisors looking to retire or longer term transition time frames. The firm also offers opportunities for qualified advisors to merge into our practice. We have a combined 60+ years of experience and our practice is large enough to comfortably take on and support your clients. We own our own building and our support staff has an average tenure of over 15 years.
Our practice focuses on advisory, but we also help clients with variable annuity accounts, insurance, mutual funds and corporate retirement plans. Over 90% of our revenue is recurring.
I am confident that we could help provide advice, guidance, and comfort to your clients through the rest of their retirement and lives.
Our three CFP partners and our two younger MBA, CFP advisors, along with our experienced support staff are positioned to make sure your clients will be well cared for and will not have to repeat the transition process.
We hope to be able to met and discuss the firms background and to learn more about you and your practice/clients.
Please feel free to contact either myself, Steven Catapano (___) or David Scureman (___) at ___-___-____