Overview

Independent & experienced fiduciary Team of 4 providing comprehensive financial planning and investment management services to over 100 families, overseeing 160+ million in client assets. Strong and capable team that adheres to a mature and repeatable service model resulting in a stable, successful, & rewarding environment for clients leading to 99-100% annual retention and steady firm growth. Boutique feel and “Family Office” mindset/atmosphere. Looking to secure M&A relationships add high quality fee-based Connecticut based practices that are aligned with our values. Specifically looking to acquire or merge in order to double firm revenues in the next 36 months.


Last Activity
within 2 months
Listing Updated
March 23, 2024

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