Our independent RIA company was spun-off from a major, well-known wealth management firm (not a B/D).
We could be described as part multi-family office, part wealth management firm, providing a broad and
very high level of service to our clients. (Retirement/Goal Based Planning, tax efficiency, generational continuity, etc.)
Our growth plan is multi-faceted : Primarily by adding Advisors and also acquiring AUM.