Overview

My son and I have been partners for ten years. We are looking to expand our advisory practice through merging with another similar Goal Based Wealth Management team. It can be a practice looking for succession or can be a younger practice looking to gain momentum by joining an established team.
All of our clients have comprehensive financial plans and we structure their portfolios toward those goals and life changing events. Any prospective partner would have to join our firm with an excellent upfront purchase price of your practice.

Last Activity
6 months or more

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