Overview

. Seeking to acquire practice from like-minded practitioner.
. We are highly established four-personal practice with major wirehouse
. Cumulative partner's experience at firm is 75+ years.
. Top nationally ranked advisory team.
. 80% plus of business is advisory fee based.
. Highly personalized / high touch client advisory practice.
. Wirehouse provides multi-year practice transition package.


Last Activity
2 weeks

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