With a strong core of expertise across investing and planning, we have developed a platform positioned to grow quickly through both additions of advisors as well as potential merge opportunities.
What we offer:
· A young (mid-40s) partnership group with past entrepreneurial successes
· An independent, non-conflicted platform with a dedicated investment management team
· Holistic approach to planning resulting in working with many COI’s while providing planning to both small businesses and high-net worth individuals
· Experience in on-boarding advisors from wirehouses as well as succession planning for older advisors
· Team oriented approach results in a strong partnership atmosphere and the ability to receive and take part in leads from lead generation initiatives
Ultimately, we are looking to make a meaningful, positive impact for our client base while taking part in a positive, enjoyable and cohesive work atmosphere.
Please review our client approach on our website ___