$18MM AUM | $250,000 GDC in
We are a multi-office CPA and Wealth Management firm looking to grow via acquisitions and mergers with other like minded firms. We are an experienced CPA firm that can offer tax planning and preparation services. This combined with high level wealth management services will create a dynamic value for our clients.
We are a fairly young RIA firm that can assist with compliance efforts, portfolio management, and create a long term buyout solution for you and your firm. If you are interested in the possibilities of joining our firm and brand please contact us.