Overview

We are a growing firm that focuses on serving families and employer groups for planning, investor coaching and advisory services. We are headquartered in Newport Beach, CA with a second location in Santa Barbara but serve clients throughout Southern CA. We've developed a process for successful transition/succession of advisors that would benefit from systems and support to help increase focus back to their clients and grow with less stress. We support advisors as they approach a future transition as well as mid-career advisors that are looking to join a team that truly loves working collaboratively to enhance client experience and outcomes. We would love the opportunity to grow with like minded partners or assist advisors in the sustainable, client focused, transition of their business.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
this month

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