Overview

I am the Owner/Operator of an Independent Wealth Management Office . We have a group of 9 Advisors(including myself) and I'm looking to buy practices or merge smaller groups or individuals into our established platform. We operate our main office out of Central Massachusetts and cover all of Mass, RI, Ct, New Hampshire and Maine.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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