Overview

We are interested in adding value to clients by offering asset management within a holistic financial plan. We are interested in adding leverage to other advisors by teaming staff and creating a career path to partnership for those interested. Our strategic plan is to grow through organic growth as well as mergers and acquisitions from 1 mil of GDC to 2 Mil by 2020. Update 2021: arrived at 2 million+ and moving on! Update 2022: 3 mil+ on way to 1 bil of AUM thanks to all our wonderful partners who've joined us! We are still growing if you are!

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6 months or more

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