Overview

We are a group of Financial Advisors with a combined experience of over 50 years. We are looking to put our experience to work in acquiring, managing and growing an existing Financial Advisor practice. Our approach is based on holistic financial planning for all of our clients. We develop customized investment strategies and execute through managed accounts (ETFs as well as Separately Managed Accounts). We have also expanded our practice into offering Alternative Investments when they fit our clients' particular strategy. We believe the best fit would be a practice that is based on a similar approach. Since we have grown our practice as a team, collaborative thinking and executing comes natural to us. We look forward to having another partner on the team.

Last Activity
6 months or more

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