We are thriving fee-only wealth management firm poised for growth through leverage of technology and human capital. We are looking to align with:
• Other successful fee-only practices that may lack capacity or infrastructure for continued growth;
• An advisor looking to transition slowly into retirement and potentially offload a portion of their administrative burden and book of business so they can reduce their workload;
• A solo advisor that is looking to merge their book and eventually become part of our succession plan.
We have a deep administrative skill set and capacity that can relieve you of many of the reasons you didn’t become an advisor - compliance, paperwork, trading, billing, etc.
We want to be the succession plan for advisors that already have a successful practice, but don’t have the answer for the spouse, or client who asks, ‘so what happens to me, if something happens to you?.’
We would like to discuss becoming your option for growth, succession or continuity of your practice. If you are a firm that believes the long-term seamless well-attended care of clients is first and foremost, we should talk.