We emphasize a total balance sheet approach, helping our clients with tailored solutions in investing, lending, financial planning, and all other facets of their financial picture. Through this approach we build tightly-knit relationships with the families and business owners we work with. With over 20 years experience and a well-staffed team, we are capable of incorporating additional clients and families into our business model.
Potential seller would be treated as a 'recruit' of our firm (major wirehouse) and paid out over a certain length of time. Seller should expect to assist in the initial transition of current clients, but would not be held to a high level of responsibility after transition is complete.