Overview

We are a full service business consulting and wealth management firm, specializing in working with small and micro business owners. We offer wealth management services including but not limited to investment management, financial planning and risk management to business owners and individuals. For business owners, we also offer succession planning, business valuations and related consulting services, executive comp plans and retirement benefit plans. We are looking to grow the business by either buying an existing book of business or by merging or taking on a junior advisor with a current book.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred

Loading...