Overview

Mid-career wealth manager with ~20 years of experience. Looking to identify advisors who are actively looking to establish a succession plan for their practice/business in the immediate future. Our firm is fee-based, planning-centric, and uses a data-driven approach to investing.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred
Resources
Loading...