Overview

We offer a truly boutique and customized experience. No two clients are alike, which is why we partner with several money managers to offer the spectrum of investment options, from bond portfolios to options trading to self-directed non-traded investments and everything in between we have the tools to create portfolios as unique as our clients are. Our clients have direct access to their financial advisor and appreciate the white-glove service on their schedule.

While I am here on Succession Link to be your successor and ultimately purchase your book, more specifically, I am interested in partnering with a sunsetting advisor who's client base has come to expect and appreciate a personalized white-glove (human-centric) service. As you begin to plan your retirement, I will take the administrative tasks off your hands freeing up more time for you to focus on this transition. The ideal transition will be a couple of years long, as you teach me about your clients and strategically make introductions.

I am located in Arizona (Phoenix-Tucson) and Colorado (Denver-Aspen), with frequent trips to California to visit clients. I will only consider succession/purchasing in these states so I can give the best possible service to the clients.

I look forward to speaking with you and learning more about your business.

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