Overview

We are a growing Wealth Management Firm with a dynamic team in place. Our goal is to enhance our growth by adding an additional location, acquiring a similar practice, a book of business or merging in an advisor that has a book. We are willing to look at all types of practices and opportunities whether it be a merger, sell and stay or retirement. Since 2018 we have acquired 6 Investment Practices. We are also open to discussing employment opportunities or other creative solutions.

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within 6 months

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