Overview

My practice is affiliated with Boston Harbor Wealth Advisors, we are on the independent side of Raymond James. I manage over 120MM with fee based financial planning and investment management, with insurance / annuities making up roughly 10-15% of our overall business. BHWA has over 1.7B in AUM, and we have a turnkey trading/compliance platform that makes it seamless for selling / affiliating advisors to plug into & run their business. We're looking to help create a succession plan for advisors who are looking to retire at some point over the next 5-10 years, or within 12-months. BHWA has done over 15 transactions of this type over the past 2 years, and I'm specifically looking for someone near our hub in Westborough, MA to do the same.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Member Since
April 26, 2019

Business Data

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