Overview

Our focus is delivering a holistic wealth management service model and an industry leading client experience. We are a firm well positioned for growth, with a proven strategy and the available capital to acquire and merge select advisors. We offer an exit/succession opportunity for an advisor looking to monetize their business and loosen their grip. As you understand the power of true financial planning one of the key differentiators with our firm is our Personal CFO model. This model is meant for clients who are time compressed and have complex financial pictures. The client within this model pays an annual retainer fee for us to deliver advice across their entire financial picture and then coordinate the execution of that advice. We save our clients time, get them better, more holistic answers, and save them money over the life of the relationship by finding cost savings on the execution of the advice. For the right clients, the industry is trying to move towards this type of model, fortunately for us, this is all we have done. As we have seen with past acquisitions, this model will not be consumed by all clients but it is a differentiator. This helps show us as an added value to the retiring advisors clients as they begin to transition out of the day to day business.

Market
Advisor/RIA
Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...