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.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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