$45MM AUM | $450,000 Rev in
My business partner and I are in the process of building something special and we are looking to help retiring advisors transition their businesses or to partner with advisors looking for a new home. Our offering includes Wealth Management for the 1-10 million dollar folks, Multi-family office for the 10 million plus crowd, with a Niche market of Doctors and Business Owners. We'd love to chat and tell you about what we're creating and to see if we'd be a good fit for you and your clients. Much of the information in the profile will be changing, but we'll fill you in when we chat.