Overview

We are an independent wealth management firm, originally focused on Financial Planning; However, in the last 12 months, we started to build out our portfolio management practice to complement our planning business, by hiring a portfolio manager to manage our client assets in-house. We are looking to purchase a book(s) of business that may be a good fit with our investment and financial planning philosophy.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

Business Data

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Clearing Firm / Custodian

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