Overview

We are a boutique wealth management firm, primarily fee based working with over $250k clients--but we also have the ability to charge a flat fee for financial planning. Two young partners, very technology driven and looking to scale our business through merger or acquisition.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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