We are looking to purchase practice(s) or be a succession for you as we build our team.
Principals hold multiple advanced designations CFA, CFP and FSA (Actuary).
We have multiple options of how to work together such as:
a) Outright sale / succession over the next few years
b) Mid-Career that’s looking to take their service (or advice) model to the next level. Leverage our resources and intellectual capital.
We have a planning dominated culture – clients always come first, last, and always. We offer concierge level of service for our clients which includes going to the attorney, accountant, etc.. with them.