$111MM AUM | $1MM Rev in
Fort Lauderdale, FL
Our main business operations are located in Central WI. Looking to expand into the Fort Lauderdale, FL area. We are a combination of 3 firms: RIA, insurance and tax firms. Actively looking to acquire other firms or advisors with books of business. Since I am young, can also easily serve as a succession plan for older advisors looking toward retirement. We have built a tremendously successful business model over many years of experience. Our client retention is excellent due to our focus on service and ongoing communication.