Overview

We are a fee-only multi-family office wealth management firm looking for like-minded advisors focused on providing a world class client experience as part of a fast growing firm. Our in-house asset management strategies, sophisticated tax and estate planning advisory services, and family office services would expand the offering advisors would have at their disposal.

We are open to creating succession plans for retiring advisors, adding advisors looking for more sophisticated resources for their practice, and buying practices, and buying practices.

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