Overview

Our practice focuses on the needs of skilled professionals, business owners, and their families. With an in-house CPA and multiple certifications in financial planning, we provide holistic planning and base investment recommendations on clients' specific goals and needs.
The vast majority of our book is management fee-based. Investment selection is a customizable for each client but, at its core, it is a rules-based strategy created by the partners and informed by our in-house CFA.

Our book conversion and enhanced monetization has a proven track record. We are interested in acquiring books with a right-fit client base and/or investments with increased monetization potential. While our primary goal is book purchase, we are also open to both merger and succession plans.

If you have any questions or interest we look forward to connecting.


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...