$200MM AUM | $1.5MM GDC in
We are a seasoned, growing practice, and part of a 100 year old, 3rd generation, family-owned firm. Our new generation of leadership is energetic and passionate about the future of this business. We are independent, we are relationship-driven, and we embrace the latest technology in our field. We are a comprehensive wealth management firm, offering investments (fee and commission), customized financial planning, strategic consulting, life insurance, benefits, and P&C insurance. We are looking to expand our business by offering a succession opportunity, by merging or acquiring a firm(s) where the culture and economics make good sense for all parties.