Overview

We are a team of 8 younger advisors who work well together.
We do our best to allow clients to retire successfully ...
We work well with early retirees and their children…the fastest-growing part of our business -is business owners…
We enjoy using many different managed money tools such as ___ cost etf’s ___ our own investment management team in house as well...

We love the planning process and use all the tools available to help our clients reach their ___ strategies - insurance - all in house ...

We clear through TD and LPL and Schwab...

We believe in transitioning clients/ friends who have been part of advisor’s “family” for years to the next generation thoughtfully and smoothly...
We believe “ it takes a village” and managing client relationships is no different ___ would love to ___ understand how transitioning or merging works (as we have done it several times successfully.)
We believe in “boots on the ground” with the succeeding advisor...learning their system and practice and maintaining its continuity is PARAMOUNT...
We have noticed that with our success FLEXIBILITY is very important on our part with terms and vision ...
Every advisor and practice is different and ___ have access to state of the art CRM’s and platforms...however understand how fragile transition and succession can be...
We are careful and thoughtful with implementation...

We have completed 6 large practice acquisitions in the last 2 years ...

And are adding many “ non- seller” advisors to our team...

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred

Loading...