Overview

Our boutique wealth management firm is 99% fee based. We work with high networth/multi-generational families and manage highly customized portfolios. We have a small client base which allows high-touch services and almost 100% client retention. We have been growing organically at 10-15% rate annually.

We are actively looking grow our practice/team through:

1. Acquisition - Our immediate goal is to grow through acquisition. We have a team of highly experienced FAs/CFPs and extra capacity to help individual practioners or a small team with succession planning.

2. Merger - our mid to long-term goal is to merge with an established, $1B+ firm In an equity-ownership arrangement. Our founder is in his early 50’s and loves his job. He is looking to continue working for as long as he can. However, our success depends almost exclusively on one individual and we are looking to diversify our risks.

Please feel free to reach our if you are interested in talking to us.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...