Overview

We are looking for advisors that are interested in offering a better solution to their customers outside of the standard firm directed solutions. The opportunity would be to merge with our business and benefit from our platform and service model. In addition, we are interested in advisors that would like to succession out and/or are looking for a partner or solution for retirement. We have a team of 4 advisors and 2 client associates. We offer custom portfolios and specialize in managing accounts on a discretionary basis. We don't shop our investments out to 3rd parties, in general, as it allows us to be more competitive from a cost stand point and more targeted within the investment approach. We are able to manage the risk more efficiently with a very specific buy discipline. More importantly, we have a sell discipline that can't be incorporated into the standard advisor's practice where investments are placed with 3rd party managers. We clear through Wells Fargo, but build our own custom portfolios. We offer financial planning, insurance and estate planning, and full balance sheet advice.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred
Resources
Loading...