Overview

We are a boutique financial planning based, wealth management firm serving clients in 21 states. We are looking for opportunities to enhance our services to clients and the communities we serve by adding like-minded professionals to our ensemble based practice. Whether it is acquisition or merger, we are looking at value-added opportunities. We are strategically evaluating the establishment of our own RIA at this point and would consider engaging in merger discussions with existing RIA's as well.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...