Overview

Great Hill Advisory and our retail brand Bayside Tax and Wealth operate a one stop shop for our clients, providing investment management, income tax preparation and financial planning for High and Ultra-High Net worth clients.

We're interested in speaking with:

> Financial Advisors that would like to continue in their relationships with their clients but add more comprehensive planning to their repertoire
> Financial Advisors that are looking to retire in the next few years that would like to pass their clients on to a firm that will provide the same level of quality service as they are
> CPA's / Attorney's / Portfolio Managers that are interested in having someone help get their clients financially organized and provide a second set of eyes on their wealth management.

Last Activity
6 months or more

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