Overview

RIA team with ten years experience.
We are a planning based practice looking to grow our book of business through purchase or merger/succession with advisor looking to exit

We manage custom-created portfolios of individual equities, etf's, mf's, and at times third party managers.

We do holistic ongoing financial planning for every client, prepare our client's tax returns in-house and consult on estate planning with a FL licensed attorney on staff. All services are included in our finacial planning fee.

Last Activity
6 months or more

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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Resources
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