Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
425 days old
General
Location
Colchester, VT, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$550,000.00
# of Accounts
200
Avg Client Age
60
Overview

we are a goals based, advisory relationship, independent, financial advisor team. we work with families through multiple generations, help people build, preserve, pass on and maximize wealth. we offer protection and legacy planning, as well as retirement plans for small businesses.
our objective is 100% focused around achieving maximum financial potential for each of our clients through financial planning and strategy design, active portfolio management and proper education in all areas.
we are looking to increase our AUM and potentially buy a book of business or practice in Vermont, and/or accounts in close proximity to central Vermont.

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