We are looking to purchase practices and / or provide succession for like-minded advisors with similar values who are looking to transition out of the business over the period of a few years. We are a strong and growing 5-person, multigenerational team with over 40 years of experience. We have the scale and capacity to provide exceptional service to many more clients for the next 40 years. Our wire house firm has the ability to essentially pay you twice for your book of business—once upon signing with the firm, and again later as a retirement income stream over 5 years. Feel free in reaching out to have a conversation.