Overview

I am currently building a boutique wealth management practice focused solely on mass affluent individuals with a minimum of $500,000 of investible assets. Interested in speaking with advisors who are exploring retirement and looking for the appropriate succession partner. While I am largely a fee-based advisor, I am interested in talking to advisors with commission-based businesses looking to make a transition to a fiduciary relationship. I have both the ChFC and CFP designations and engage in intentional values-based planning with a focus on tax planning, charitable giving strategies, estate and retirement income planning.

I am also interested in speaking with like-minded advisors who are already independent, or employees of a larger firm looking to move to independence. Supervision and compliance support would be provided by my firm as well as office space and administrative support.

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within 3 months

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