We are an RIA with a tactical and disciplined investment process, comprehensive financial planning, and business advisory services. We are looking to partner with a firm or adviser who:
1) Wants to focus on relationship management and turn over the portfolio management and planning processes;
2) is planning retirement and wants to sunset their book to a competent and qualified firm;
3) Looking for more freedom in their day to focus on business development.
We are a highly qualified team who broke away from the large firms last year, are investing heavily in technology, with a focus on having fun in the workplace.