Overview

We are a comprehensive wealth advisory firm who work with mid-to-high net worth families. The firm was established in 2004. We would like to find a practice that needs a succession plan or a firm that is looking to merge to grow together. Our advisors ages and experience ought to provide for a solid succession plan. The Principal of the firm is 56 years of age and the other advisor is a 30 year-old CFP® 30 with 7 years of experience.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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