Overview

Our collective wealth management firms represent $8.5 billion in AUM that includes brokerage and a Hybrid RIA affiliation with LPL Financial. In addition, we have a full complement and offering of Trust Services; Independent RIA practices; a 401k and retirement planning firm; an insurance agency and advanced underwriting specialists; a Fee based planning firm; Executive and HNW planning capabilities; as well as private banking offerings. Our focus is on client service and growth. We have experience in creating succession deals which fit each firm on an individualized basis, with focus on client retention, and flexibility of buy-out parameters to best need the needs and desires of selling owners. We strive to offer flexibility in models for acquisitions and mergers to allow owners (sellers) to remain with the program for successful and smooth transitions, as well as full retention of clientele. We also have the ability to provide successors, as needed, to manage and work with the book of clients.

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