$600MM AUM | $4.5MM GDC in Bothell, WA

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Bothell, WA, US
Fee 0% Commission 100%
$4,500,000
Gross Revenue
1,200
# of Accounts
62
Avg Client Age
Overview

Our goal is to help simplify the complexities of our clients lives through our various service offerings. We are at our core financial planners. We have a separate dedicated tax and accounting team which I believe adds tremendous value in the comprehensive wealth management space. I am always interested in meeting great people no matter what the eventual outcome. I am interested in succession plans, mergers, acquisitions, and other creative deals. Feel free to contact me about anything of interest.

Extended Profile Information

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