Formerly an investment wholesaler for 2 multi-billion dollar firms. Interested to rapidly grow my RIA. I do NOT make any BD types of investment or insurance recommendations. I am doing RIA business only. Building out both organically and through acquisitions.
I focus on managing high net worth client’s wealth by using alternative investments and institutional caliber public market portfolios.
I also manage company 401(k) plans and focus on helping client's with 1031 exchanges.
Please feel free to call ___-___-____.