Overview

Have been in practice since 1997 in Palm Beach. Was the top advisor for Wells Fargo prior to lifting out in 2016, and have now evolved into a Multi Family Office with CPA on staff. Buyer or aggregator of other practices. Our firm takes a holistic, planning based approach and embraces open architecture, as well as a robust offering around CPA and private deal solutions. Although we do have proprietary model portfolio's, the vast majority of our portfolio allocation is comprised of 3rd party managers. We take an institutional pricing approach and have retained the vast majority of our clients over the past 2 decades. Operationally, we are efficient and well funded and are seeking to merge advisors into our platform as an outright purchase, succession plan or shared resources provider. Willing to engage throughout the state of Florida, and some select markets along the Eastern Seaboard.

Market
RIA
Last Activity
today

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