My Partner and I are younger female advisors, who are looking to grow our book over the next 5 years.
We focus on wealth planning and increasing our clients wealth while preserving the wealth they have already accumulated. We put a high level of priority on customer service and our clients are treated as if they are family.
We are looking to buy a book, and have a smooth transition from the existing advisor to us. We would like to work with the existing advisor to transfer the clients and make sure everyone is well taken care of.