Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Profile Age
485 days old
General
Location
West Chester, PA, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$67,000,000.00
Gross Revenue
$1.00
# of Accounts
1
Avg Client Age
53
Overview

We are a wealth management group with a core focus on retirement income planning, asset management, and risk management for families, individuals, and small business. We are in the process of aggressively growing the practice and believe one of the quickest and smartest ways to do so is through the acquisition of other practices where advisers are looking for a succession plan. We have a combined 69 yrs of successful, independent, fee-based asset management practice. Our office, Guided Wealth Management is located in West Chester PA. Nearly 100% retention and client satisfaction, well balanced compliant practice that consists of financial planning, asset management, annuities and insurance addressing risk management. We are client centered, and a full service financial adviser/planner. Member of NACFF

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