$185MM AUM | $1.2MM GDC in Green Bay, WI
Member is Interested In:
I am a wealth advisor that focuses on comprehensive wealth planning and investment advisory services to my clients. I am around 40 years old and plan to work for 20 more years. I am interested in merging with an experienced advisor who wants to transition out of the business in the next 24 months and would like their family and friends who are clients to be well taken care of after you retire. I have an established, successful and profitable practice to help ensure you, the seller, would have a secure and reliable retirement payout. My two registered assistants would be a big help to you in any work required to transition the practice. If you have an assistant that would like to continue working after you retire, I'm looking to add another assistant to our practice. Please contact me if you fit this profile and are interested in learning more.