Overview

We are an established, 30 year old, boutique style, hybrid wealth management firm, looking to either acquire a like-minded firm, or hire an advisor with an existing book of business. We have created a model that takes advantage of third party managers and technology to allow us to take a client-centric approach to doing business.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Member Since
Nov. 3, 2017

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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