Overview

Small fee-based RIA with a multi-family office feel. Our focus is on wealthy families with net worth of $10 million+. Our focus is on multi-generational wealth by using two unique services: NextGen Financial Education Program and Financial Life Planning. Our families benefit from annual family meetings as well as comprehensive financial planning as our main Advisor holds a CFP certification and a master's of science in Advanced Financial Life Planning.

We are looking to grow by acquiring similar books of business (families with $10 million+ net worth).

We are also looking for succession planning/continuity, preferably someone who is a CFP and at least 10 years of experience with a small book of wealthy families.

Market
RIA
Last Activity
today

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