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.

Last Activity
2 weeks

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