Overview

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 ___

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...