$85MM AUM | $850,000 Rev in
We are a boutique wealth management firm located just north of Boston in Beverly, MA. We have clients throughout the country and provide investment management, financial plannning and tax planning services to HNW clients. We have the ability to provide both in-house portfolios and access to a robust suite of outside managers and SMA and UMA accounts. We are looking to add like minded advisors who want to provide high quality services for their clients and grow their practice with the support of an experienced team. We are also looking to engage with advisors that are interested in retireing or selling their books and want a firm committed to a client first structure that will help retain those clients and make them satsified with the transition process.