Overview

All of my clients have an annual financial plan review and periodic portfolio reviews. I work with High Net Worth individuals and families.
I have been in the wealth management business for over 30 years. This is the second practice I have built. So far I have gathered 40M AUM in 18 months and would like to purchase a clean fee based practice that provides clients with both financial planning and portfolio management at a fair price for both seller and buyer.


Last Activity
6 months or more

Business Data

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Resources
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