$1B AUM in Orange, CT

Member Level
Last Activity
6 months or more
Orange, CT, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%

We are a full service wealth management and financial planning firm backed by multiple family offices. We have a family office platform which includes: compliance, technology, relationships with specific strategy asset managers, and more. We are looking to strategically acquire or have other firms/advisors join our practice to continue to build our client first mentally firm. We would like to build/grow in other areas of the county and we can help other advisors/firm grow their book of business

If you're interested in growing your book of business, received back and middle office help, and being apart of a growing firm we would like to have a conservation with you.

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