Overview

Our clients are busy, HNW and UHNW successful professionals and business owners who depend on us to anticipate their concerns and help manage their financial world so they can attend to life’s other important priorities.

Our team of 9 includes seasoned portfolio managers, experienced advisors and planning professionals, including a certified exit planner advisor, retirement plan consultants and Certified Financial Planners. Focused primarily on business transition and multigenerational wealth management, we bring a mix of exit planning insight, disciplined financial planning and institutional investment management experience to each relationship with a family office service experience.

Drawing on our business transition/succession expertise, we have successfully negotiated and integrated two financial advisor successions and seek to complete two additional acquisitions in the next 12-18 months.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...