$445MM AUM | $4.7MM GDC in Arlington Heights, IL

Member Level
Last Activity
within 2 months
Arlington Heights, IL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
# of Accounts
Avg Client Age

We are a team model focused on building long-term relationships in which to partner with our clients for their planning and wealth building goals. We believe leading the relationship development through a planning centric approach creates a strong foundation for mutual success over the long-term. We maintain 1st, 2nd and even 3rd generation relationships some of which remain from the founding of our firm almost 30 years ago.
We offer holistic and comprehensive planning with flexibility to align with our clients needs. Investment management is team driven through custom strategic allocations and multiple strategies including a covered call writing option.
Empowerment of the team, a value based focus and a servant's heart keeps us centered and successful. Our goal is to build and expand on this solid foundation through the right merger and buyout opportunities. Aligned values and culture are an absolute necessity.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian


Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred