Overview

We are looking to scale our RIA business through acquisition or merger. We are a full service wealth management firm that provides fee based personal financial planning services, investment advisory services and tax and accounting services, primarily to closely held businesses and high net worth and high income individuals. We have a unique value proposition with the ability to offer tax mitigation strategies to all our clients through our team of highly skilled CPA's.

Market
RIA
Member Level
Premier
Last Activity
within 3 months

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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