$240MM AUM | $1.7MM GDC in
We are a fee based wealth advisory firm who uses a proprietary, fee-based methodology of money management relying heavily on modern portfolio theory, risk-focused security selections. Our firm is independently owned and utilizes a premier broker dealer/RIA which is recognized frequently for their customer satisfaction in the independent space. We employ a full time research analyst, and largely utilize actively managed funds, ETF's and individual municipal bonds for our portfolios and work with portfolios typically not less than $500,000.
In addition to fee-based asset management our firm has an active insurance practice to satisfy client needs in both the risk planning and estate/legacy planning stages of the wealth advisory cycle.
We look forward to speaking to like minded firms for buy, merge or hiring opportunities, or to meet select, individual security or insurance producers who might benefit by working in a mature, structured financial planning/wealth management firm.