Overview

I am building a small intimate Wealth Management team. Based on holistic balance sheet management and comprehensive planning. Looking to plan my succession while 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.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
1,076 days old

Business Data

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