$1B AUM | $10MM Rev in
We are an independent wealth management firm focused on delivering resources and scalable business solutions for advisors. We are actively investing/partnering with individuals and firms seeking to enhance the growth of their practice as well as advisors interested in succession planning for their current practice. Our service model empowers advisors to focus solely on client development, client service and community presence while our firm provides the operations, technology, investment, compliance and administrative capabilities to ensure a robust offering of solutions.
Our firm has the financial backing of a large family office with a long term investment focus and substantial resources committed for success. We represent an ideal partner for advisors interested in growth and/or succession planning.