Overview

I am the principal of a 12 person team. I am a young advisor (35 years old) and my two partners in the practice are 45 and 55, we have great age diversification. Our business is made up of personal wealth management clients and 401k retirement plan clients. We are financial planning focused and really focus on using money managers and tax efficient asset management strategies; we focus on using similar investments across our client book in order to create scale and more detailed knowledge but we customize the mix and allocation for each client based upon their financial plan.

Our goal would be to find advisors who are looking to transition into retirement and who are looking for a good home for their clients once they retire.

Last Activity
6 months or more

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