Overview

I would like a to acquire a like-minded firm; similar in culture and management approach. We believe in asset class investing (via DFA) and a comprehensive advanced planning approach (estate, tax, insurance, charitable giving) towards successful financial and lifestyle outcomes.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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