Overview

We are a fee-only SEC registered money manager, financial and retirement planner, with both CFA's and CFPs as part of the team with many decades of experience, in an institutional and individual wealth management environment. As of December 31st. 2022, AUM is $435,000,000. Hope to be able to acquire a firm where we can add value to the selling firm and its owner(s) and deliver value to the seller(s) clients, as we have already done so successfully.

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