Overview

I run discretionary portfolios for clients. These portfolios are run alongside a financial plan. The underlying theme with everything is risk management. This process was very beneficial to clients during the market meltdown of the 2008 era. It’s all about creating peace of mind for clients. Not to mention, making their lives more convenient and hopeful. I hope to find like minded practices whose advisors are looking to retire and want to make sure their clients will be in good hands.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
1,244 days old

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