$120MM AUM | $770,000 Rev in
We are a 100% fee based practice with CFA/CPA credentials providing high end full financial planning services to 35 relationships averaging $4,000,000.
We have a proven track record of concierge white glove service with a substantive goals based approach to solving client needs. We are well experienced in estate planning, trust utilization, income/gift tax preparation, executive compensation planning, business succession planning and creditor protection strategies.
Although we are still in growth mode, we are looking to work with advisors looking to transition their practices where they know their clients will find a good home.