$20MM AUM | $200,000 GDC in Kernersville, NC
Member is Interested In:
I have a full service boutique style wealth management firm that bases all client relationships on holistic financial planning at the core and develops investment strategies around this planning core. I am working to create a family office style firm for the under 10MM clientele. I am looking to grow the client base with potential partners or acquisitions that have a similar philosophy or are looking to exit the business.