Overview

In business for 33 years, heavily involved in wealth strategy, which included cash flow and tax planning. Our mission is to improve the financial well-being our our clients by using individualized strategies and solutions that enable our clients to reach their life goals and dreams. Like sailing in an open sea, we guide them safely and smoothly to their destination.

Our company is looking to acquire RIA business, which include fee base and products, mutual funds, annuity, located in San Francisco/Silicon Valley Bay Area.

I am also open to speak with advisors who are Interested in partial book selling.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
this month
Listing Age
115 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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