Overview

We are an independent Wealth Management Firm looking to grow through acquisitions within a 2 hour drive from Charlotte, NC. We have two CFP's on staff and pride ourselves with excellent customer service. Nearly 60 years of experience in the industry between the partners and very clean back grounds. Most of our clients are accredited investors and we would look to add a book of business that has accredited investors.

Last Activity
6 months or more

Business Data

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