Overview

4 person, planning based investment management firm in Newport Beach, CA. Team designations include CFP (2), CPWA (1), CRPC (1), CDFA (1). Led by myself (Jesse) with 25+ years experience as an advisor with runway to aquire and grow (only age 49).

We've grown organically but are now looking to acquire 1-2 practices that are aligned with our values, goals, and investment process. We have spotless compliance records and are well capitalized.

We have recently completed purchasing and building out new office space in Newport Beach and have room to grow.

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