Overview

I have been in the Financial Services Business since 1999. My goal is to continue to grow our business through trails being generated by AUM. Our emphasis is creating long term relationships with our clients now and for the next generation. I have a solid succession plan in place with my son who has recently joined us in the business and will some day take over the business. My personal goal is to stay 100% engaged for the next 20 years and to very slowly allow him to take over the business over that time period. We are very much interested in growing our practice through the acquisition of practices in the Michigan / Ohio region's. If you are similar to us we have clients scattered throughout the US and thus are very open to purchasing parts of practices that are congruent to our business model. Our main goal is to identify those RIA's / Financial Advisors who would like to either now or in the future sell their practice which are similar to our current business model. An emphasis on integrity and relationships is are main objective when considering an acquisition.

Registered Investment Advisor
Joel Salazar

Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...