Overview

We are looking to purchase , for tuck in or continuity/succession opportunities with the right profile of advisor and client base. We are a RIA practice with 2 seasoned advisors, junior advisors and support staff operating a boutique, HNW goals based planning practice. Our 3 main areas of focus are traditional private clients ($2 million minimum), shared family office clients and athletes/entertainers.

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within 3 months

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