Overview

Independent RIA focused on niche client services. We partner with a private family office on creating alternative private equity vehicles, while providing superior investment management. Have extended the practice to try and stay lean and focused on advisor to client ratio. We emphasize financial planning, financial decision making, and wealth management by putting the relationship first.
*no broker affiliation, Fee-Only, Fiduciary*

Currently sitting with large immediate cash value looking to acquire a smaller RIA. This will be a cash deal with no loan terms ideally.

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