Overview

We are a fee-only fiduciary firm with approximately $10MM in AUM and growing. We offer comprehensive wealth management services, including tax planning and preparation. Owner is a CPA, CFP. We are looking to grow our firm, add advisors, and actively pursuing other RIAs to buy or act as succession. Custody with Schwab, planning through RightCapital, tax planning through Holistiplan and tax prep Intuit. Portfolios managed in-house with the assistance of 55ip and other models from J.P. Morgan and BlackRock. Portfolios are mostly passive ETFs with active satellite positions added as appropriate.

Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...