I am an Independent Advisor Representative and co-owner of a boutique wealth management practice. My partner and I primarily manage separate client books, but also function as co-advisors on a small group of client households. Our combined practices consist of 110 higher-networth client households with total assets under management of approximately $100 million. Both of our practices focus on personalized portfolio construction and fee-based investment management, comprehensive wealth and retirement income planning, insurance services and inter-generational wealth transfer. We have run the practice for the past 18 years and are looking to develop a succession plan over the next five years either through internal growth or merge and acquisition with a dynamic group of like-minded individuals that share our philosophy of highly personalized service and putting the needs of their clients first.

Member Level
Last Activity
6 months or more
Member Since
Aug. 17, 2018

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