Overview

We are a boutique wealth management firm working exclusively with the ultra-affluent with an emphasis on life insurance strategies for wealth transfer, business continuity, asset protection, and planned giving, having recently added asset and investment advisory to our practice. Looking for like-minded advisers looking to sell or merge their practice, with competitive cash upfront and equity monetization options for future succession.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred

Loading...