Overview

I am building a small intimate Wealth Management team. Based on holistic balance sheet management and comprehensive planning. I work particularly close with a Family Office. Looking to expand and continue growing a sophisticated practice. Focus on investment and risk management. NOT Product centric. Client centric. I don't intend on leaving my firm but would spend time speaking with someone looking for their last stop. A talented individual or team who wants to plan their own future succession as well. 99% Recurring fees.


Last Activity
within 3 months
Listing Updated
June 27, 2024

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...