Overview

Three Partner Team

We integrated three individual advisor practices into one cohesive business.
As part of this integration, we have developed a succession plan for our oldest partner.

We are looking to use the systems and processes we built for our integration as a platform for growing our practice through mergers and acquisitions with retiring advisors.

On our team we have CFP, ChFC, CDFA, AWMA, CRPC

Our approach with clients is centered around financial or retirement planning and managing their investments in the context of individualized goals.

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