Overview

Our firm has locations in Scottsdale, AZ, Orange County, CA, and Colorado Springs, CO. Our independent Registered Investment Adviser group is comprised of Certified Financial Planners serving primarily high-net worth individuals and small business owners. We are looking to open a dialogue with a financial adviser or firm that is interested in establishing an exit strategy for their practice over the next few years, making sure to keep client experience and service at the forefront of the transition. We have experience in these transactions, having successfully purchased practices in the past.

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