$50MM AUM | $450,000 GDC in Northfield, MN
Member is Interested In:
We are a second generation wealth management firm consisting of a father and his two sons, in business since 1984. We would like to discuss becoming a successor, and forming a continuity relationship with, a firm or an advisor that is looking for the seamless care and the well-being of their clients. We would like to discuss a succession or acquisition plan for your firm and clients that makes sense for all parties involved. We are seeking a quality relationship and well thought out transition of your firm, and are open to discussing your needs and plans.