We are a multi-generational Registered Investment Advisor that has been providing investment and wealth counsel continuously since 1979. As a privately-owned firm, we have been able to achieve long-term continuity, stability, and objectivity for our clients.
We have built trusted relationships with many clients that have lasted for decades, and we are currently working with multiple families into their 3rd generations. Our national client base includes wealthy families, endowments, and foundations.
Our team has successfully completed multi-generational client & business transitions and transactions. Succession Link has been a great pipeline for getting to know successful advisors, teams and business owners.
We look forward to sharing more about ourselves and exploring potential opportunities for working together in the future.