Overview

Lignum Wealth Management is made up of 4 advisors in their mid 30's who are all equal partners in the firm. We are looking to acquire partial or full practices in Massachusetts and New Hampshire. We have all worked together in the business for roughly 13 years and believe our age and energy make us great candidates for future practice acquisition. The majority of our business surrounds financial planning and fee based wealth management.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...