Overview

Periscope Wealth Advisors is a comprehensive financial planning firm and we specialize in working with retirees. I am interested in opportunities to acquire firms that have advisors/owners looking to retire themselves and who focus on the same clientele. Ideally the seller would like a succession plan to transition out of the business over time and have a smooth transition/handoff where clients feel comfortable/confident that their retirement needs will continue to be met.

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