We are based in Buffalo, NY. It would be great to discuss a multi-year succession plan strategy or other unique structures that we would like to work on together with you. Our senior partner has 40 years RIA experience and our junior partner is his son, who has over 10 years’ experience. We have successfully organized our client succession plan for the foreseeable future and also identified opportunities for growth. We have a private family office connection and a quality network of experienced advisors identified.
- Opportunity to earn a higher valuation than anyone else is willing to offer.
- Opportunity to earn money for the rest of your life on the book of business you have built.