Overview

We are a fee-based RIA firm focused on providing comprehensive wealth management solutions. Additionally, 2 of us are established attorneys with a law firm practice concentrating in estate planning. I also own a separate insurance company to handle annuity and life insurance planning issues.

I am interested in expanding our firm via acquisitions or bringing on additional advisors looking to enhance the level of service they would like to provide clients.

Last Activity
today

Business Data

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