Overview

I manage wealth for mostly QP clients in an endowment style. Have resources to acquire/merge into my firm other practices.

I can accommodate either:
Older advisors who in the next 2-5 years want to retire and be paid up to 200% for their practices.
Younger advisors who want to build their practices and eventually take over mine.

I can be reached at ___-___-____.

Market
Advisor/RIA
Last Activity
this week

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