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.

Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...