Westminster is a nationally recognized investment firm that consist of a broker-dealer, registered Investment advisor and insurance agency that has resided in Dayton, Ohio for close to 50 years. We have successful investment professional affiliates in various metropolitan areas throughout the United States. In 2021 the firm’s assets are approximately $2.5 billion in custody and $750 million in fee based assets. One of our main growth strategies is to focus on advisors interested in succession planning, or a possible acquisition. Westminster's senior leadership team is deeply experienced within all aspects of the business and would welcome an opportunity to work with you to assist you in reaching your goals & objectives. We offer very competitive financial packages including an experienced support team to assist you throughout this transition.

Based on your listing I would be very interested in learning more and welcome an opportunity to discuss your intentions and current business objectives. I may be reached at ___-___-____ or via email at ___ Thank you in advance for your time and I look forward to speaking with you.

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