Overview

We are a Firm with five Advisors.

Our Firm has transitioned an outside Advisor who passed suddenly, an Advisor/Partner who retired and one who has sold the practice to us and staying for transition of the clients.

The retention was 90-95% from the Advisor who passed.

Our focus and process has been extremely successful for the heirs and their financial security.
We have also transitioned these other books of business with the same retention rate.

If you are approaching retirement and desire a smooth transition, please contact us.

Last Activity
6 months or more

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