Overview

We are a planning based comprehensive advisory firm. Family office style in-house investment team, full service tax practice, and insurance advisor. Partner closely with associated law firm. Average client is late 60s with $1M+. Primary custodian is Schwab with Tamarac data aggregation / CRM / trading platform. Looking to acquire or merge. Also interested in acquisition of tax practice.

Last Activity
within 6 months

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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