We are a family based firm, which established in 1988
Mother, Father & Son trio, with integrated roles. Estate planning is offered by our CFP, who co-authored the Family Love Letter. New client acquisitions are lead by the patriarch, and portfolio management is the son's responsibility.
Our office implements old school practice methods with current analytical techniques and communication
We have previous experience with firm acquisitions/mergers
Funding is in place, as well as a current succession plan for Father/Son