$350MM AUM | $2.5MM Rev in
We are a wealth management and planning based advisor in Madison. We are very focused on helping our clients enrich their lives by pursuing the things most important to them. We act as the family's central advisor helping them with all aspects of their financial lives and structure all of their investments to serve their overall plan. We are looking to aquire/merge with similar like minded advisors that would like to come onboard with our firm as a succession strategy while also taking advantage of our efficient level of comprehensive back office resources.