Overview

We are a holistic wealth management firm providing a full array of services for mainly business owners and retirees. We are looking to purchase similar business models that are looking to sell right away or create succession plans. We also have opportunities for advisors looking for a supportive plug and play platform that will allow independence and a high pay out.

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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Resources
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