Overview

Interesting in acquiring a small practice consisting of HNW clients who value independence, transparency and high-touch service. Prefer to transition over time but am open to all opportunities. I am partner at a larger RIA with wealth planning, financial planning, tax and insurance capabilities. Plenty of capacity to ensure a smooth transition.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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