Overview

We are a boutique Wealth Management and Financial Planning firm, looking to acquire a book of business, and work with the selling advisor to transition their practice while working along side us over a pre-determined period of time. We have an established practice, with turnkey processes and procedures. We are looking to grow. Currently we have four advisors and three assistants, managing assets and completing financial plans for primarily high net worth clients, families, and businesses. Our practice is in a great position for growth, as we are 100% referral currently, and have room for more advisors looking to either partner with us, or transition their book to our management for the appropriate amount of compensation.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,215 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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