Overview

We are an SEC-Registered Investment Advisory firm in Los Angeles that oversees over $250MM primarily for tech and business entrepreneurs. We use a well-defined consultative process with a focus on advanced planning and wealth preservation. Founder is a former Big 4 accountant and published author.

We are actively pursing an acquisition or to be part of a succession plan for an RIA located in Los Angeles, Bay Area, or New York. Ideally that RIA would share a similar philosophy that we have with working with clients.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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