Overview

We're a two man wealth management firm. The firm has been experiencing healthy organic growth since inception. We would like to complement this growth with a strategic acquisition or merger of a local RIA of equal size to leverage resources and continue the growth trajectory. The technology foundation was built to accommodate a multi-family office infrastructure, office space is available, custodian is Schwab and Interactive Brokers. The firm has the ability to offer any asset class (including alts) to our private client relationships. Alternative deal flow is also readily available.

We also accommodate clients needs for Estate Planning, Risk Management and Tax through our local partnerships with high quality professionals.

Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...