Overview

I am seeking an M&A partner. I have 25 years of wealth management and financial planning experience. Most of the first 15 years I managed another firms HNW practice of 350 clients and 800 million in AUM. Due to a non-compete agreement, which is not in affect anymore, I rebuilt a practice over the past 10 years on a part-time bases while being a full-time caregiver for my family. My kids are now mature enough for me to return full-time to Wealth Management. I have in place 25 clients, 10 million AUM, an extensive technology platform, back-office support, and marketing campaign. My holistic client experience starts with a comprehensive financial plan which is paired with investment portfolios managed with third party money managers. My investment philosophy is primarily asset allocation, global diversification, low-cost securities with some alternatives and I enjoy meeting with clients for periodic reviews. Send me a message, let us start the conversation and see if I am a good fit.

Last Activity
within 2 months

Business Data

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