Overview

We are looking for Advisory firms to purchase, as well as partnering with firms for their succession planning. We manage the financial affairs of a select group of families who are fiscally conservative and have conservative values. We provide independent, comprehensive wealth management to professionals, retirees, business owners, and other affluent clients on a fee-basis. We utilize a team approach in analyzing and planning investments, cash management, estate planning, risk management, tax saving strategies, and retirement planning. Our veteran team consists of multiple CFP’s, CPA and CSA’s.

We desire to acquire and partner with the right firm(s) to serve clients well, accelerate growth and increase operational efficiencies over the next 10 – 15 years. Our commitment to a client-centered focus, as well as process and procedures, has provided a high client retention and successful practice over the last 34 years.

Market
Advisor/RIA
Member Level
Basic
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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