Overview

We are an independent wealth management firm located in Traverse City, Michigan exploring opportunities to partner with other advisors in our region. We are interested in working with fee-only or fee-based advisors. Are you considering a succession plan or business continuity plan and looking for a local advisor you can trust who can work with your clients? We are open to becoming part of your succession plan or a part of your business continuity plan depending on your business style. We have the systems and back-office support established with multiple custodians so advisors and clients can continue to custody their assets at their existing firm without disruption. The current custodian arrangements in place include Fidelity, Schwab, TD Ameritrade, and Raymond James. Contact Eric at ___-___-____ to start a conversation.

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